OmniVista

We are a premier global provider of management consultancy, technology implementation, and application management to the financial services industry.

We are here to assist

     
     

    Our Implementation Service is an optimized and well defined offering that enable clients to implement solutions in an efficient and a risk mediated fashion.

     

    We are subject matter experts with well defined custom implementation methodologies

    OUR CORE IMPLEMENTATION COMPETENCIES ARE IN THE FOLLOWING AREAS:

     

    PORTFOLIO & TRADE MANAGEMENT

    • Order management system evaluation, selection & implementation
    • Central trading platform to support multi-product, strategy & prime broker
    • Straight-through cash movement processes
    • Wash sales monitoring
    • Custom management reporting for P&L, holdings, risk, & NAV

    TRADE SUPPORT

    • Prime broker selection & integration
    • Central trading/Allocation/Clearing platform to support automation of trade reporting to PB’s
    • Automated trade reconciliations & report archival
    • Archival of trade confirms for compliance & possible trade discrepancies
    • STP for operational efficiency

    OPERATIONS & ADMIN

    • Data management
    • Global security master
    • Fund administration selection & integration
    • NAV calculations & Fund performance reporting
    • Corporate action monitoring & processing

    RISK & COMPLIANCE

    • Monitor investors & funds through on-going capital commitment reports
    • Custom reporting for clients & management
    • Automate monitoring of client & fund guidelines
    • Risk & collateral management
    • Risk matrix

    SOFTWARE EXPERTISE

     

    Our management consultants are considered experts in the following solutions:

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