The front office is all about revenue generation, so the systems and processes traders, deal teams and portfolio managers use must be built for speed and scale. FinServ provides custom consulting to address your firm’s asset mix, strategy and market exposure.

FinServ brings expertise in systems for order management and execution, basket trading, algorithmic trading, pipeline management and investor relationship management. We provide all the support required to produce and properly analyze term sheets, one- pagers and related research documentation. For our existing clients we have developed extensive pipeline and funding management systems to handle deal flow and equip managers to react quickly to exploit market opportunities.

For Private Equity Funds, FinServ brings specialized insight and experience in the solutions needed to conduct deal flow and fund administration, including systems for document management, collaboration, and financial modeling and analytics. FinServ has extensive experience in the setup and tracking of complicated partnership structures to ensure that all systems are aligned with the intricate workings of a firm’s legal entity setup. FinServ has also worked with numerous Investor Relations groups in setting up their fundraising and customer relationship management systems.