Financial Services

Provided expertise in the areas of data security, software interoperability, and software development best practices to assist a registered investment advisor firm procure a new portfolio management and accounting system.  The client required an end-to-end solution that would deliver an online portal to their customers, portfolio management analytics to their advisors, operational efficiencies to their back office support staff, and performance visibility to senior management.  The platform also had to provide secure electronic interfaces with account custodians to submit and then reconcile daily buy/sell transactions.

I’ve hired Agentis for both software development projects and as a technical consultant to help us with software purchases.  Their technical expertise and breadth of financial industry experience is unparalleled in my experience – the perfect match of technical expertise and domain expertise.  And, working with Agentis is always a pleasure.  Delivering on time and within budget is part of their DNA.  – Matt Regan, COO, Wescott Financial Advisory Group