We provide technology consulting and advisory services to sell-side, buy-side and utility firms.

To see how we can help, please send us an email or see how to contact us.

Our engagements typically involve derivatives and one or more high-impact drivers, to include:

  • Early stage project definition
  • Project turn around/re-definition
  • Agile and delivery-focused project co-ordination
  • New technology/new process change programs


Our consultants’ skew toward senior derivatives technology and operations professionals who:

  • Combine derivatives and technology expertise
  • Can credibly engage business stakeholders
  • Can directly produce technology “consumables”

Asset Classes Functional areas Specializations
Credit Pricing & Valuation Business Analysis
Rates Trade Capture/Mgt. Technology Architecture and Design
Commodities Risk and VAR Technology and Vendor Selection
FX Counterparty Credit / CVA Project and Program Management
Equity P&L/P&L Attribution Workflow and Process Design
Mortgages eTrading Derivatives Data, Interface and Language Design
Mortality Prime Brokerage/Clearing Technology and Data Strategy
Hybrids Collateral Optimization Technology and Process Remediation (including Dodd-Frank and other regulatory driven)
Cash Management Post-Bankruptcy Technology Reconstitution


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