This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in SEI (1)


Custom Interface for SEI

Created a custom data interface for SEI's point to point interface by utilizing the generic Axys interface, and creating the necessary transaction mappings for SEI.