Software Engineering & Consulting for Financial Firms

From custom development to long-term system stewardship — hands-on, senior-level expertise for asset managers who need more than a vendor.

Our Services

Every engagement is led personally by the principal. You get direct access to the expertise, not a project manager relaying information.

Bespoke Software Development

Custom-built systems for financial firms where off-the-shelf products don't fit. We specialise in portfolio management, fund accounting, and investment data systems.

  • Full-stack .NET/C# development
  • SQL Server database architecture and optimisation
  • REST API design and integration
  • Production deployment and DevOps pipelines

System Integration

Connecting your systems to custodians, prime brokers, market data vendors, and internal infrastructure — reliably and with proper error handling.

  • Custodian and prime broker data feeds
  • Market data integration (prices, FX, corporate actions)
  • Reconciliation system design
  • File-based and API-based connectivity

Database & Performance Engineering

SQL Server architecture, query optimisation, and data engineering for financial systems that handle large volumes of transaction and market data.

  • Schema design and normalisation
  • Stored procedure and trigger development
  • Query tuning and index strategy
  • Temporal tables and audit architecture

Ongoing Maintenance & Support

Long-term stewardship of your systems — monitoring, incident response, feature development, and keeping your stack current. A real partner, not a ticket queue.

  • Proactive monitoring and alerting
  • Incident response and root cause analysis
  • Continuous improvement and feature delivery
  • Dependency and security patching

Portfolio Management Systems Advisory

Independent expert advice on technology selection, vendor evaluation, and architecture decisions for asset managers building or replacing their PMS stack.

  • PMS vendor evaluation and due diligence
  • Build vs. buy analysis
  • Architecture review and roadmap planning
  • Regulatory technology gap analysis

Compliance & Regulatory Technology

Technology solutions supporting compliance requirements — from audit trails to leverage monitoring and regulatory reporting.

  • Leverage calculation and monitoring systems
  • Tamper-evident audit record design
  • Reconciliation and break management
  • Regulatory reporting data pipelines

How We Engage

We keep engagements simple, transparent, and focused on outcomes. No unnecessary process overhead — just skilled work delivered reliably.

Most relationships begin with a focused scoping conversation. We take the time to understand your systems, your team, and what you actually need before proposing anything.

Engagements typically run on a retained or time-and-materials basis, depending on scope. We maintain confidentiality as a matter of course.

1
Initial Conversation

We discuss your context, challenges, and what success looks like. No pitch, no pressure.

2
Scoping & Proposal

A clear, written scope of work with realistic timelines and transparent pricing.

3
Delivery

Principal-led development with regular communication and no surprises.

4
Long-Term Partnership

We remain available for ongoing support, evolution, and strategic input.

Ready to Talk?

Most engagements begin with a short, no-obligation conversation. We'll quickly establish whether we're the right fit.

Get in Touch