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Financial Services

Financial Services

Software Guru specializes in servicing the Financial Services community.  All of our Enterprise and Small Business solutions are routinely tailored to the RIA, CTA, Benefits Consultant, Investment Bank and related ASP and Service Bureaus in the space.  In particular we have spent considerable time in the Family Office and High Wealth arena.

From an IT perspective, we specialize in implementing:

  • Back Office Systems: Portfolio Accounting, Performance Reporting, Value At Risk
  • Data Aggregration:  Multiple custodians and FCM's to a single normalized source suitable for loading into back office reporting applications.
  • Electronic Trading Systems supporting most modern messaging platforms.

For a more detailed look at our Financial Services solutions, please visit our daughter company, SHG Services: