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 Accounting, Fund Accounting, Bank Reconciliation, Cash Management

Pre and Post Trade Compliance

Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution

Analytics: Trends, Patterns, Decisions and Visualization

Investment Management

Risk & Compliance

Trading & Exchanges

Adeptyx

The Chicago office focuses on data consulting, leveraging analytics to drive business insights in the Midwest market.

Chicago

Richard Tweed

Peter Sealy

Gint Rimas

Lars Ranger

This department provides expert advisory and consulting services to enhance client operations and strategies.

Consulting Services

This department is responsible for identifying new business opportunities and fostering relationships to drive growth.

Business Development

This department is responsible for the overall strategic direction and management of the organization.

Adeptyx

Org chart

Teams

Consulting Services

Business Development

Executive Leadership

Offices

Adeptyx

Org chart

Teams

Consulting Services

Business Development

Executive Leadership

Offices

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