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Adeptyx

Investment Management

Specialities :
Investment systems and operations consulting
Investments systems strategies
Investment operations outsourcing
Investment trade order management
Cyber security

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About Adeptyx

What does Adeptyx do?+

Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems. Specific areas of expertise include: Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement Accounting: Portfolio...

What are Adeptyx's specialties? +

Investment systems and operations consulting,investments systems strategies,investment operations outsourcing,investment trade order management,cyber security,direct indexing,optimizer solutions,and data management strategy

What is Adeptyx's industry? +

Adeptyx operates in the Investment management industry.

What is Adeptyx's revenue? +

Adeptyx's revenue is 11m - 100m

What is Adeptyx's company size? +

Adeptyx has 11 - 50 employees.

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