Company Overview

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Olmstead Associates is a global securities industry consulting firm bridging the gap between business and technology. We provide:

MANAGEMENT CONSULTING:

Business and Technology Strategy Development
Package Evaluation and Selection
Marketing Analysis and Support
Business Re-engineering and Process Redesign

INDUSTRY SPECIALISTS:

Project Management
Business and Systems Design
Systems Development and Implementation
Application QA and Testing

OPERATIONS AND SYSTEMS TRAINING

Our staff have extensive exposure to securities industry organizations including:

Trusts and Custody Banks and Global Custodians
Mutual Fund Companies
Investment Management Divisions of Insurance Companies
Investment Managers

We have expertise on all types of global systems such as:

Investment Management and Trading
Custody and Securities Processing
Multi-Currency Securities Accounting
Performance Measurement and Analytics
Global Securities Lending

We have worked with various development methodologies and client approaches, including CASE tools and JAD sessions, and are familiar with most vendor products. We combine business and technical expertise with past experiences to hit the ground running on any securities industry project.

For more information you can e-mail us at: olmstead@olmst.com