About Us
33 Technologies is a technology consultancy firm
with core competencies in the Investment Management space, specifically around Data Operations, Front, Middle, & Back Office System Integrations, and Client Reporting. We are uniquely experienced at understanding the business & technical side of the task at hand, allowing us to deliver the correct solution to our clients at the right time. Our team has a proven track record of putting our clients first and over delivering on value.
33 Tech Engagements – due to NDAs, we can only release limited information about our client base. A few examples of recent projects:
- An eReportal report automation project at a 40B Boston based investment firm. This project includes automating reports that are currently manually constructed by adding them to the eReportal platform.
- A trade operations support project for an in-house trading system at a sub-advisor in New York City.
- A reporting & data consultancy project for a FI and alternative investment firm, includes advising the technology team on best practices and lessons learned for building out a data operational workflow and warehouse.
- A report framework project for a Boston based Cyber Security firm, which will provide reports to their orchestration platform.
- An eReportal (VisionFI) upgrade project at a 70B Boston based investment firm, which brought a complex implementation with a large reporting cycle and automated delivery to the newer v9 footprint.
James Kelley
Founder
Meet Our Founder
33 Tech was founded in 2017 by James Kelley, who has over a decade of experience with Varden Technologies where he was one of the founding architects of the eReportal Client Reporting Platform. During his tenure at Varden, James led numerous eReportal engagements as Director of Implementations ranging from large institutional clients producing highly dynamic Pitchbooks and Factsheets to more traditional tabular reports to dynamic data driven dashboards on eReportal’s Xportal platform. Prior to contributing to the product side of Varden, James led a number of successful client engagements for Varden’s consulting practice. Examples range from an enterprise wide compliance implementation of Fidessa’s LatentZero Sentinel to proprietary in-house solutions to building inhouse data warehouses and back office operational workflows and processes. Prior to his work at Varden, James led implementations for LatentZero’s Minerva & Sentinel (OMS & Compliance) products and he also managed Momentum implementations at CGI-AMS.