We architect the systems, models, and data infrastructure that give investment firms a measurable, durable edge — from order management to alpha generation.
InfoSphere InvestTech Consulting LLC is a specialized technology advisory firm built exclusively for the investment management industry. We serve long-only asset managers, fintech platforms, and institutional investors that need technology to be a competitive weapon — not a cost center.
Our engagements span the full investment technology stack: from order and execution management systems (OMS/EMS) to alpha research platforms, real-time risk engines, and cloud-native data infrastructure. We don't offer generic IT consulting — every solution is designed around the specific demands of capital markets.
Our team combines former buy-side technologists, trading systems architects, and market data specialists who have built and run systems managing billions in assets. We bridge the gap between front office, technology, and vendors.
"We specialize in delivering practical, implementable solutions—not theoretical ideals."
"We encourage our clients to maximize the value of their existing solutions before adopting new applications."
Architecture designed for high-performance execution environments and real-time market data processing.
Deep expertise in SEC, MiFID II, CFTC, and Basel III technology obligations.
Deep combination of financial technology expertise and production-grade systems engineering.
Every system built with one goal: protecting and amplifying your investment edge.
Results-oriented financial services technology executive with over 30 years of industry experience and a proven track record of aligning enterprise technology strategy to business growth, operational excellence, and risk management.
Led complex front-, middle-and back-office transformations, modernizing investment platforms and data ecosystems to improve scalability, governance, and cost efficiency. Deep expertise across fixed income, equities, derivatives, and alternative investments within highly regulated environments.
Recognized for disciplined execution and pragmatic innovation, building high-performing teams and delivering large-scale initiatives that stabilize operations, strengthen controls, and produce measurable business outcomes.
Expertise in aligning enterprise technology strategy to business growth and operational excellence
Led complex front-, middle-, and back-office modernization across investment platforms
Deep knowledge across fixed income, equities, derivatives, and alternative investments
Proven experience delivering within highly regulated financial services environments
We operate across the three domains that define modern investment management technology — delivering specialist depth across each, with the cross-practice integration that only a unified firm can offer.
Architecting the core systems that power modern investment firms — from order and execution management to research infrastructure, AI-driven analytics, and high-performance trading platforms. Deep specialist experience across fixed income asset classes including municipal bonds and bank loans.
Design, selection, and implementation of order and execution management systems. FIX protocol integration, smart order routing, dark pool connectivity, and broker algo benchmarking across asset classes. Deep hands-on expertise with leading institutional platforms including BlackRock Solutions Aladdin for portfolio management and risk-integrated order management, Bloomberg AIM for multi-asset order and execution management, and Investortools Perform for fixed income OMS and SMA operations.
Purpose-built systems for the muni market: MSRB-compliant trade reporting, CUSIP-level analytics platforms, tax lot accounting for AMT and taxable munis, credit surveillance tooling for GO and revenue bonds, and electronic trading connectivity to BondDesk, MuniBrokers, and dealer networks. Deep hands-on expertise with Investortools Perform for portfolio management, order management, and SMA/ETF operations, and Investortools CreditScope for municipal credit research, issuer surveillance, and fixed income analytics.
End-to-end technology for syndicated loan portfolios: LoanIQ and WSO integration, delayed settlement and funding workflow automation, agent bank reconciliation, LIBOR-to-SOFR transition tooling, CLO compliance monitoring, and par vs. distressed loan pricing infrastructure. Deep hands-on expertise with S&P WSO for loan portfolio management, waterfall modeling, and CLO administration, and Allvue Everest for private credit portfolio management, investor reporting, and credit workflow automation.
Technology infrastructure for SMA programs at scale: model delivery and rebalancing automation, UMA/SMA overlay management, tax-loss harvesting engines, sleeve-level performance attribution, sponsor platform integration (Envestnet, Orion, SEI), and custom indexing tooling for direct indexing strategies. Deep hands-on expertise with Investortools Perform for fixed income SMA portfolio management, multi-account rebalancing, and model-driven order generation.
Turning the financial industry's most complex and costly input into a strategic asset — through vendor strategy, real-time data infrastructure, alternative data programs, and enterprise data governance.
Independent evaluation and renegotiation of market data contracts across Bloomberg, Refinitiv, FactSet, and ICE. Entitlement audits, cost benchmarking, and consolidation roadmaps to reduce spend by 20–40%.
High-performance market data distribution architectures: consolidated feed handlers, ticker plant design, historical data lake build-out, and normalized data APIs consumed across the full investment stack.
End-to-end alternative data sourcing, due diligence, and integration: satellite imagery, web traffic, credit card transactions, social sentiment, and NLP-extracted signals from earnings calls and SEC filings.
Golden copy security master design, instrument identifier management (ISIN, CUSIP, SEDOL, LEI), corporate actions data quality, and enterprise data governance frameworks aligned to BCBS 239 and GDPR.
Streamlining the middle and back office — from trade settlement and reconciliation to ABOR/IBOR implementation, corporate actions, and operational risk — so your front office can focus entirely on alpha.
End-to-end automation of the post-trade workflow: confirmation, affirmation, settlement instruction generation, and fail management across equities, fixed income, derivatives, and FX.
Automated position and cash reconciliation between portfolio management, custodians, prime brokers, and fund administrators — with intelligent exception triage and resolution workflows.
Technology strategy and implementation for Accounting Book of Record and Investment Book of Record systems. Real-time data synchronization, multi-source reconciliation, Golden Source architecture, and regulatory reporting automation across complex multi-entity investment structures. Expertise with SimCorp Dimension and Clearwater Analytics for automated investment accounting, multi-custodian reconciliation, and regulatory reporting across complex multi-entity investment structures.
Design and implementation of operational control frameworks, STP rate optimization, break root-cause analytics, and vendor SLA monitoring for prime brokerage and custodian relationships.
Representative engagements across our three practice areas — showcasing the depth and breadth of our investment technology expertise.
Product Owner leading comprehensive front-office modernization to support expansion of SMA and ETF platforms. Architected technology roadmap leveraging Investortools Perform to enable multi-asset class portfolio management and streamlined operations workflows.
Project Manager leading Investortools Perform SaaS migration initiative. Orchestrated cloud transition strategy, vendor delivery coordination, and comprehensive data conversion processes to enhance platform scalability and operational performance.
Strategic advisory engagement with executive leadership to develop comprehensive roadmap for enterprise-wide technology transformation. Assessed and designed integration strategy spanning front-, middle-, and back-office operations to optimize investment workflows and operational efficiency.
Project management support for Chronograph portfolio monitoring system implementation. Chronograph is a leading private markets data and portfolio monitoring platform purpose-built for private equity firms, enabling real-time portfolio visibility, performance tracking, and investor reporting. Coordinated system deployment, user training, and workflow integration to enhance portfolio oversight capabilities and investment decision-making processes for private equity operations.
Built comprehensive enterprise market data function from ground up. Conducted firmwide inventory assessment of data needs and usage, implemented TRG Optimize Spend solution for market data spend management, and established governance framework for data procurement and vendor management.
Conducted comprehensive technology and market due diligence on prospective FinTech investment opportunity within the CLO vendor ecosystem. Evaluated platform capabilities, competitive positioning, technology architecture, and market opportunity to support investment decision-making process.
We run tight, outcome-focused engagements. No bloated teams, no endless workshops — just experienced practitioners delivering results.
We spend the first two weeks embedded with your team — shadowing workflows, auditing your tech stack, and stress-testing your data architecture to identify the highest-impact opportunities.
We deliver a precise technology roadmap with build vs. buy recommendations, vendor shortlists, architecture blueprints, and prioritized implementation phases tied to your investment objectives.
Our engineering team executes with your in-house developers or operates fully independently — delivering production-ready systems on timeline, with full documentation and knowledge transfer.
Post-launch, we provide ongoing system monitoring, performance benchmarking against KPIs, and iterative optimization — ensuring your investtech stack evolves with the market.
Whether you're evaluating a new trading system, modernizing your data infrastructure, or building an alpha research platform — our team is ready to dig into the details with you.