Integrated Technology Management and
Strategic Business Solutions

Enhance Your Enterprise

Our proven track record of leading process improvements, software implementations and building market data feeds is designed to engineer a highly efficient process through a series of capabilities specifically for the investment and asset management industries.

Consulting and Business Advisory Services

  • Geneva and World Investor Upgrades
  • Credit, bank debt, and fixed income workflows
  • Portfolio management
  • Accounting
  • Fund and investor allocation
  • Trade order management
  • Trade cost analysis and collateral management best practices
  • Data strategy, analytics, and governance
  • Market data feeds
  • Reporting
  • Regulatory compliance

Asset Manager Technology Solutions

  • Technology roadmaps
  • Custom application and integration development
  • Outsourcing opportunity identification
  • Infrastructure and application hosting (cloud and private/dedicated environments)
  • Cybersecurity and data security

Compliance

  • Automating Form PF and AIFMD regulatory filing processes
  • Trade compliance and reporting to meet FINRA and 13F standards
  • Audit and business process analyses
  • Operations reform to pass SOC and SSAE 16 regulations
  • Change management strategies to align with corporate vision

Enterprise Support Models

  • Global operations management
  • Reporting, analytics, and trading aggregation across funds
  • Engineered systems migrations
  • Vendor selection and SLA negotiations
  • Contingent workforce outsourcing
  • CTO/CIO outsource -IT / desktop support

Application Development and Systems Integration

  • Vendor and third-party selection and integration
  • Technical requirements assessment and prioritization
  • Services comparison and recommendations
  • Custom applications development
  • Datawarehouse, Cloud and database integration
  • Custom RSL Development

Consulting and Business Advisory Services

Consulting and Business Advisory Services

  • Geneva and World Investor Upgrades
  • Credit, bank debt, and fixed income workflows
  • Portfolio management
  • Accounting
  • Fund and investor allocation
  • Trade order management
  • Trade cost analysis and collateral management best practices
  • Data strategy, analytics, and governance
  • Market data feeds
  • Reporting
  • Regulatory compliance

Asset Manager Technology Solutions

Asset Manager Technology Solutions

  • Technology roadmaps
  • Custom application and integration development
  • Outsourcing opportunity identification
  • Infrastructure and application hosting (cloud and private/dedicated environments)
  • Cybersecurity and data security

Compliance

Compliance

  • Automating Form PF and AIFMD regulatory filing processes
  • Trade compliance and reporting to meet FINRA and 13F standards
  • Audit and business process analyses
  • Operations reform to pass SOC and SSAE 16 regulations
  • Change management strategies to align with corporate vision

Enterprise Support Models

Enterprise Support Models

  • Global operations management
  • Reporting, analytics, and trading aggregation across funds
  • Engineered systems migrations
  • Vendor selection and SLA negotiations
  • Contingent workforce outsourcing
  • CTO/CIO outsource -IT / desktop support

Application Development and Systems Integration

Application Development and Systems Integration

  • Vendor and third-party selection and integration
  • Technical requirements assessment and prioritization
  • Services comparison and recommendations
  • Custom applications development
  • Datawarehouse, Cloud and database integration
  • Custom RSL Development

Proven Partnerships

$80 Billion Asset Manager – Income Fund Launch

View Case Study

Private Wealth/NYC based – Custom Development

View Case Study

Contact Us

Seeking advice for growth from a market leading industry expert?
Contact IEVERS today.



LOCATION: Los Angeles, CA
PHONE: (661) 775-0429
EMAIL: info@ieversconsulting.com