The link below opens a 2 page PDF that summarizes our expertise and services and is an easy way to get a quick overview of our business.

Adeptyx 2 Page Overview

Adeptyx Consulting Inc., a provider of consulting and operational support to the institutional asset management business, announces that Jon Weisblatt has joined the company as a Director. The addition of Mr. Weisblatt is a strategic move in adding a key resource to broaden our ability to serve our clients. “Adeptyx is working to continuously add qualified resources to assist our clients, and Jon brings the necessary experience to extend our capabilities,” said Ari Fuad, President, Adeptyx Consulting. “He will be instrumental in extending Adeptyx’s services and unique solutions to new and existing clients across the buy-side industry.”

Jon is a successful Senior IT executive with extensive experience in maximizing the business value of Information Technology solutions. His strong track record includes implementing high impact technology programs while reducing technology costs year-over-year. He is a proven motivator who wins the trust and confidence of diverse stakeholders by creating innovative solutions. Jon has experience in the full lifecycle of projects from requirements definition through implementation to system support. Mr. Weisblatt brings more than 20 years of experience in the financial services industry to Adeptyx. Jon will serve as a Managing Consultant on Adeptyx engagements and will assist in growing Adeptyx’s client base across the buy-side. “I am excited to join the team at Adeptyx – the premier provider of consulting services in the asset management space,” said Mr. Weisblatt. “Adeptyx Consulting resources have the expertise and skills that are transforming its clients investment operations and I look forward to furthering its successes in the marketplace.”

Mr. Weisblatt has held a variety of senior-level positions within the financial services industry, at companies including Nuveen Investments, Man Financial and Calyon. He started his career at Andersen Consulting. Jon has an MBA from the University of Chicago’s School of Business. He also holds a BA in Economics from Northwestern University.

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

Adeptyx Announces Expansion into Fixed Income Analytics Consulting

April 2nd, 2012

Adeptyx Consulting Inc., a provider of consulting and operational support to the institutional asset management business, today announced an expansion of the company’s consulting offerings into fixed income analytics.  As a natural extension to Adeptyx’s existing expertise in trading systems, investment operations and similar functions, the growth into fixed income analytics will allow Adeptyx to meet the needs of our clients’ most complex, complicated fixed income data environments.

With the expansion into fixed income analytics, Adeptyx will bring a wealth of knowledge and experience into such industry standard platforms as Yield Book, POINT, Blackrock, and Bloomberg.  Based on the feedback received from clients, Adeptyx expects to initially focus on three specific areas within the fixed income analytics space:

• Development Projects – with constant change, growth and evolution in the bond market – innovative security types being introduced, new methodologies to interpret risk exposure, and so forth – clients demand the latest transformations in managing risk and achieving consistent outperformance.  With every firm striving to generate the ever-illusive alpha, in order for an asset manager to keep up with its competitors, it is absolutely critical that their fixed income analytic technology infrastructure reflects the firm’s commitment to success.  Adeptyx now has the expertise to manage projects ranging from smaller efforts spanning a few weeks to support the newest fixed income derivative to larger, firm-wide initiatives geared towards a major enhancement or implementation of Yield Book, POINT, Blackrock or Bloomberg.
• Support Optimization – as clients process several thousand portfolio and index holdings on a nightly basis to generate fixed income analytic and risk metrics, there are a large collection of support issues that inevitably need to be managed. Most of the time, clients end up with a piecemeal, haphazard approach to support that results in missing / inaccurate data, delays in meeting production service levels, lack of confidence from the user base, and the wrong personnel mismatched with inadequate tools so that issues cannot be quickly fixed.  Adeptyx can build an automated, results-driven solution to comprehensively address the multitude of support issues that a client faces each and every day, resulting in production service levels being met, reduced overall support costs, and a happy collection of users.
• Cost Structure Enhancement – with providers such as Yield Book charging clients on a per-CPU minute basis, running unnecessary, inefficient or duplicative calculations can end up costing thousands of dollars a year.  A comprehensive review of a client’s Yield Book overnight batch coding can potentially unveil substantial and immediate cash savings tied to a lower monthly invoice.  Engaging Adeptyx to perform an analysis of a client’s batch coding offers a superior cost/reward profile together with a quick way to benefit from a prompt, material impact with existing production processes.

To support this expansion into fixed income analytics consulting, Adeptyx announced today that they have partnered with Mark Bredesen, to add a deep level of proficiency within the fixed income analytics space.  During a 6+ year consulting engagement at one of the world’s leading asset management firms, Mr. Bredesen developed the largest single implementation of Yield Book with 30+ licenses supporting a variety of overnight batch processes providing information to the firm’s fixed income portfolio managers, traders, and quantitative research analysts.  To bolster the firm’s fixed income performance, the firm build a standardized data environment to provide its fixed income team members access to consistent, reliable data paired with cutting edge interest rate, volatility and prepayment risk models.  Information from Yield Book was fed into a collection of downstream systems including Risk Management, Client Reporting, Portfolio Construction and Compliance.

“Mark’s consistent track record of success with the most extensive implementations of fixed income analytic systems such as Yield Book and POINT will translate into an even stronger product offering for our existing client base,” said Ari Fuad, President, Adeptyx Consulting. “Furthermore, firms that have historically not benefitted from Adeptyx’s expertise due to the absence of a fixed income analytics offering will now have the opportunity to gain from our proficiency across several critical areas within an asset management firm.

Mr. Bredesen brings more than a decade of experience in managing complex projects associated with analyzing, implementing, testing and supporting highly advanced fixed income analytics systems.  He will be responsible for working with Mr. Fuad to grow the new fixed income analytics business, in addition to consulting directly for asset managers that can gain from having their difficult, systematic problems solved.

“Adeptyx represents the perfect venue to effectively utilize the fixed income analytics skill set I have built over the past 10+ years,” said Mr. Bredesen. “Expanding into fixed income analytics and data warehousing is a logical evolution of the Adeptyx approach to offering comprehensive solutions to the variety of problems faced by today’s institutional asset managers, mutual funds, hedge funds, pensions, endowments, banks and insurance companies.”

Mr. Bredesen has held a variety of senior-level positions within the investment banking and asset management industry, including blue chip firms such as Salomon Brothers (NYC), Putnam Investments (Boston), Wells Fargo (Minneapolis and San Francisco) and Dain Bosworth (Minneapolis).  He started his career in the Quantitative Fixed Income Research group at Salomon Brothers as an Analyst in the Yield Book group.  He holds a degree in Quantitative Economics from the University of Wisconsin – Madison.

After a fair amount of work, we have completed the first major update to Adeptyx.com since the company was launched 3 years ago. With the advent of this blog, we also plan to more actively communicate with our clients, prospects, vendors, and other interested parties. I hope you find the content of the site informative and please pass on any suggestions.

Ari Fuad, Adept-in-Chief