Investment Management

Mindlance has a rich experience in offering a wide variety of IT solutions as part of Investment Management and private banking services. We have worked with several buy side firms covering the spectrum of Investment Management lines of business, such as:

  Private Wealth Management
  Mutual Funds
  Institutional Asset Management
  Hedge Funds
  Separately Managed Accounts
  Investment Advisors
  Trusts
  Third-party Service Providers

Mindlance also wields expertise in developing, implementing, and maintaining applications that cover a wide range of business processes and functions in the Investment Management area, such as:

  Sales, Marketing, and Client Prospecting
  Financial Planning
  Investment Advisory and Research
  Portfolio Analytics
  Portfolio Management
  Order Management and Trade Communications
  Transfer Agency
  Investment Accounting
  Performance Measurement and Attribution
  Risk Management
  Compliance
  Corporate Actions and Reconciliation
  Special Investment Products
  Relationship Management, Client Servicing, and Delivery
  New Account Opening and Account Aggregation
  Client Reporting
  Client Billing
  Data and Interface Management