We provide development services for brokerages, hedge funds, advisors, and asset and wealth managers. We will take on a complete projects design through implementation or we can be team members to an existing project.
Hedge Funds / Family Offices
We can help you with all your data visualization needs. From designing and building a fully Interactive Dashboard to a Client Investment Portal.
Our knowledge around various workflows in the financial services space and our experience with third party financial vendor products and APIs has allowed us to deliver innovated solutions to our clients.
Suite3 offers a full spectrum of application design, development, maintenance and support services along with flexibility of engagement models and project scopes.
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.
The Interface Reconciliation App provides you with a snapshot into the daily reconciliation, providing status, counts and notes. This information is invaluable to your operation staff, so they know in a timely manner of any potential issues as they come up.
There are few things more important to an Advisor than their client’s overall experience with them, including customer support and whether the client needs are being anticipated and met. Reporting and on-line experience is important to clients, as is whether the data is timely, complete and correct.
An asset management firm wanted notifications anytime a member of their investment team precleared a trade for a security that one of their internal analyst recommended. The solution to this problem turned out to be straight forward and, in this post, I will outline the steps that I followed.
In part 1, I showed how to integrate managed account data from Orion with outside accounts from Quovo into Orion’s balance sheet object. In part 2, I am going to show how you can visualize the consolidated balance sheet object through charts and tables.
You just rolled out a new client portal showing all aspects of the accounts that you oversee, but what about the accounts that you don’t oversee. Account Aggregation gives you access to outside accounts held at other institutions and provides your clients a total picture of their wealth and gives you the Advisor insight into your clients held-away assets to better serve them.