About Us
Our Philosophy
As a software development and data management firm, our success is predicated on the power of our technology platform and the quality of our people. Our experience shows that when we serve clients well, our own success will follow.
Transparent
We have no gimmicks or hidden fees. We are transparent about what our costs will be and we price the service on a flat fee.
Open
Our platform integrates with most prime brokerages and custodians to provide a seamless flow of order information throughout the investment process, regardless of the provider.
Client Focused
We are determined to achieve excellence in everything we undertake. We provide an engaged consulting and customer service process. We will go the extra mile to make it work.