Vendor Systems & Financial Components
Vichara offers full range of technology services across the front, middle, back office for both buy side as well as sell side institutional participants.
Trading & Risk Systems: Bloomberg, Murex, Calypso, Summit
- Trade capture, position management , trade workflow, trade processing, final settlement and reporting
- Integrate pricing feeds, market data sources with trading/risk systems
- Data workflow integration with upstream and downstream systems
Portfolio Accounting: Advent Geneva, SS&C Sylvan
- Expertise in RSL and RDL programming
- Advanced accounting and risk reporting
Market /Reference Data: Bloomberg, Reuters, Markit, CoreLogic, Black Knight (LPS), Trepp, Intex, Lewtan, Moody’s, eMBS, TransUnion, Equifax, Cadis, GoldenSource
- Provide high-quality, relevant data in a timely and cost-effective manner from multiple data providers
- Help manage and consolidate securities reference data, create a ‘golden copy’ across the organization
- Set-up an enterprise level data management platform
Analytics: Quantlib, RiskMetrics, ALib, FinCad, Numerix, Intex, TechHackers
- Create custom analytics libraries to meet business requirements
- Integrate analytics applications with other systems
Modeling: Matlab, R, SAS, Intex, CoreLogic, ADCo, Black Knight (LPS), Lewtan, Trepp, Moody’s
- Implement & integrate models with existing analytics libraries
- Ability to integrate and deploy models into production systems
CRM Systems: Salesforce, Microsoft Dynamics
- Implement lead capture, lead management, tracking, investor document management and automated workflows
- Migrate legacy systems to Salesforce or Microsoft Dynamics
- Migrate to Salesforce Lightning
- Integrate with in-house or 3rd party investment management platforms like Addepar
Order Management: Black Mountain (Everest), Fidessa, Murex, Charles River, Simcorp
Fund Accounting: SunGard InvestOne, Eagle STAR/PACE
Please visit our Advent Geneva services and Salesforce services pages for further details on our offering on these systems.