Investment Management
With core competencies in the Investment Management space, including Client Reporting, Data Operations, Front, Middle, & Back Office System Integrations, 33 Tech is 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.
INVESTMENT MANAGEMENT SERVICES
Client Reporting
Whether you have standard report templates or specialized reports for each client, simple email delivery to complex conditional delivery flows, straight forward template content to complex dynamic footnotes and disclosures, 33 Tech has helped clients successfully build and productionize their client reporting workflows, allowing for operational controls in a process that historically has ever changing client requirements. From eReportal (VisionFI) to in-house systems, 33 Tech can help you leverage best practices in your client reporting environment, taking the most fragmented monthly cycle to an efficient streamlined flow.
Managed Application Provider
Need technical assistance with your daily operational processes but it is too early to onboard IT personnel? Leverage 33 Tech’s experience to streamline your processes and provide ad hoc support, freeing your team to focus on their core responsibilities.
Trading & Compliance
Implementing or expanding your Trading & Compliance footprint? 33 Tech’s years of experience with these systems will help you implement smarter, shortening your implementation timeframe.
Systems & Data Integration
Need to integrate systems or process flows? Data is at the heart of what 33 Tech does – we’re data geeks and have moved data through, ETL, web services, custom APIs, etc. We’ll help you integrate the most efficient way, whether the appropriate technology is cool or not.