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