Our Investment Management Software Solutions

    Front Middle Back Office

    Linking portfolio managers, compliance officers, traders and Operations to automate essential front-middle-back office functions.

    Architect AI

    The investment industry’s first trading and reporting solution (OMS) based on AI and machine learning.

    iPM Portal

    Integrates portfolio analytics and CRM functions, providing users with a holistic view of portfolios, accounts and composites.

    Architect AI Data Analytics

    A modern approach to data management and BI reporting without the complexity and expense of traditional data warehouses.

    iPM Cloud

    Best-in-class cloud based investment management software and technology infrastructure for firms to excel in today’s fast paced markets.

    Managed Services

    Create operational efficiency, reduce costs, and improve transparency in line with industry best practices for outsourcing.

    Featured Clients

    News & Thought Leadership

    What Our Clients Are Saying

    White Papers