Client Investment Portal
An Investment Advisor’s clients continued to request a modern and more secure way for their important information to be tracked and communicated. In response, Suite3 LLC were engaged to develop a client portal that would enable them to provide a higher level of service to their clients. The goals of the portal were simplicity, speed, security, and standout style and design.
Analyst Performance Tracker
An asset manager tracks the performance of each of their analyst’s stock recommendations for portfolio weighting throughout the year and currently this is being done via an excel spreadsheet and emails. This requires manual aggregation of the data that is time consuming and may be prone to errors. The asset manager would like to automate this task as much as possible and has asked Suite3 to provide an application solution.
Mobile Compliance Module
Developed a mobile Web module interfacing through an api with a flagship personal trading compliance product that automates compliance with personal trading regulations spans all areas of personal trading. Provides a centralized location to streamline all aspects of employee-facing compliance for financial services organizations. The interface supports preclearance entry, preclearance approval, and disclosure entry.
Advent Recon Monitor
Automated reconciliation system that mitigates risk of lacking accurate cash and security balance information prior to the start of the trading day and has obvious benefits including improving efficiency, promoting transparency and minimizing operational risk. The Recon Monitor helps identifying custodians and prime brokers with below average performance through charts.
As a boutique, entrepreneurial consulting firm, we are able to successfully deliver highly personalized, attentive service to our clients and have the agility, extensive expertise, and commitment to innovation that you need. We provide services for banks, brokerages, hedge funds, advisors, and asset managers. We will take on a complete projects design through implementation or we can be team members to an existing project.
We have hands-on experience in a wide array of applications and technologies and build modern web apps with a seamless feel between devices. We design and build custom portals used to analyze and understand portfolio performance in research and client-facing settings that help visualize financial data. Ask us about solutions that include secure messaging, advisory portals, trading portals, and more.