To our valued friends and clients:

On behalf of the entire team at Adeptyx, we thank you for your business in 2011 and through the first quarter of 2012.  Your continued interest in our industry professionals and the solutions they provide contributed to a record year at Adeptyx in 2011. Our focus continues to be on delivering Investment Management Systems and process solutions to Institutional Asset Managers.  Over the course of 2011 we either led or participated in initiatives that drove operational efficiency in trading, compliance, reporting and data management.  Among those projects:

• Developed and implemented a Municipal Bond Trading System for one of the five largest Municipal Bond investors in the US
• Performed a CRM Assessment for a diversified institutional asset manager.
• Performed a Data Integrity and Platform Study for a large investment management firm.
• Guided the Investments Operations Outsourcing initiative for a large global asset manager
• Started an engagement to assist with the implementation and integration of SimCorp Dimension (SCD) for a large multinational investment organization.
• Worked on multiple Charles River (CRD) upgrade and application tuning projects

As our client base increased, our team of professionals grew with the addition of several new consultants.  Among those are:

Joan Cichoski brings twenty years experience in the financial services industry including retirement plan investing, portfolio management and brokerage services. Investment experience in all major asset classes, including domestic and international equities, fixed income, private equity, real estate and energy sectors. Joan possesses a special expertise in investment operations and system design.

Caroline Hellreigel brings more than 10 years of management, analysis and consulting expertise involving I.T. and workflow solutions, utilizing collaborative and business skills and acumen along with an advanced education to provide solid outcomes that improve revenue, reduce costs while improving efficiency and productivity.  Caroline is a natural leader, with broad experience with a wide range of front and middle office systems including CRD, MOXY, and XIP. In addition to experience as an IT Analyst, she has also worked in an implementation Quality Role with responsibility for establishing test plans and test cases for a wide range of application software.

Jian Sang has more than 10 years of enterprise software engineering experience. He has extensive financial industry experience in Charles River Investment Management System and custom investment applications written using .Net, Java and C#. Jian has a solid software architecture background in logistic optimization and implementation and a strong knowledge of multi-tier enterprise software architecture and the software development life cycle.

In September of 2011, Mark Haertzen joined us as Director of Business Development.  Mark has spent over 25 years bringing IT solutions to large corporate clients in the financial services arena.

As you can see, we continue to build on our strength, providing consultants with deep industry experience to solve our client’s toughest problems.

Also in the first quarter we released our first software product, Contracts HQ.

Contracts HQ is a web-based application to help track client contracts, guidelines and mandates. It does this by:

• Supporting the decomposition of client contracts into constituent mandates and capturing this information in a structured manner
• Tracking the source of each mandate
• Documenting internal interpretation of guidelines for consistent
• Identifying the method used to ensure compliance and who is responsible
• Supporting comprehensive auditing

Posted in Company News