Phone Number: +13*********
Who is ADEPTYX
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 ...
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Headquarters: Chicago, Illinois, 55439, United States
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Date Founded: 2009
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Employees: 11-50
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Adeptyx
Answer: Adeptyx's headquarters are located at Chicago, Illinois, 55439, United States
Answer: Adeptyx's phone number is +13*********
Answer: Adeptyx's official website is https://adeptyx.com
Answer: Adeptyx's revenue is $1 Million to $5 Million
Answer: Adeptyx's SIC: 6282
Answer: Adeptyx's NAICS: 523940
Answer: Adeptyx has 11-50 employees
Answer: Adeptyx is in Investment Management
Answer: Adeptyx contact info: Phone number: +13********* Website: https://adeptyx.com
Answer: 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
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