Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems.
Specific areas of expertise include:
Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging
Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing
Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution
Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution
Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement
Accounting: Portfolio Accounting, Fund Accounting, Bank Reconciliation, Cash Management
Pre and Post Trade Compliance
Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution
Analytics: Trends, Patterns, Decisions and Visualization
Company Details
- Employees
- 13
- Founded
- 2009
- Address
- Chicago, Il, Us
- Phone
- 612-817-9362
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- adeptyx.com
- Keywords
- Investment Systems and Operations Consulting, Investments Systems Strategies, Investment Operations Outsourcing, Investment Trade Order Management, Cyber Security, Direct Indexing, Optimizer Solutions, Data Management Strategy.
- HQ
- Chicago, IL
Adeptyx Questions
Adeptyx's helpline number is 612-817-9362
Adeptyx's website is adeptyx.com
Adeptyx's LinkedIn profile is https://www.linkedin.com/company/adeptyx-consulting
Adeptyx has
13 employees.
View email and phone details for 13
employees at Adeptyx.
Adeptyx's industry is
Investment Management
Adeptyx's top competitors are
State Of Wisconsin Investment Board,
Market Data Intellect Llc,
Citisoft,
Cutter Associates,
Olmstead Associates,
Adepty,
Opinicus 🦅,
Pcg | Project Consulting Group,
Pluralsight,
Unblocked.
Adeptyx's categories are Investment Management
Adeptyx's founding year is 2009
