Company profile

Adeptyx

Expert consultants. Trusted advisors.

Industry
Investment Management
Employees
13
Headquarters
Chicago, IL
Founded
2009
LinkedIn followers
482
Office locations
1

Adeptyx company summary

Adeptyx is a company in the Investment Management industry, headquartered in Chicago, IL, founded in 2009. On LinkedIn the company has around 13 employees and 482 followers. Its listed specialties include Investment Systems and Operations Consulting, Investments Systems Strategies, Investment Operations Outsourcing, Investment Trade Order Management, Cyber Security.

What technology does Adeptyx use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About 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 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

Specialties

Investment Systems and Operations ConsultingInvestments Systems StrategiesInvestment Operations OutsourcingInvestment Trade Order ManagementCyber SecurityDirect IndexingOptimizer SolutionsData Management Strategy

Where is Adeptyx located?

Adeptyx lists 1 location.

Chicago, IL, USHQ

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Frequently asked questions about Adeptyx

What does Adeptyx do?

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

How many employees does Adeptyx have?

Adeptyx has around 13 employees on LinkedIn.

Where is Adeptyx headquartered?

Adeptyx is headquartered in Chicago, IL.

When was Adeptyx founded?

Adeptyx was founded in 2009.

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