Financial Services

"When you work with A-1 Technology, you profit from our focused knowledge and skills. We work closely with financial services companies, helping them to create the best possible experience for their customers. Our clients include banks, full-service and discount brokerage houses, insurance firms, mutual fund companies, and other financial firms. We provide you with everything you need to make the technology profitable for your company. "

A-1 Technology serve financial services companies by offering quality software development, maintenance and testing services at competitive prices.

We follow an on-site /off-site delivery model that allows you to take advantage of the lower costs of our offshore website development center capability without sacrificing the advantages of working with a local firm.

Some of our key services include:
Consulting Services
Our e-strategy services develop strategies with businesses seeking to transform existing systems to e-business models as well as with new e-businesses seeking to articulate their vision and formulate their e-business strategies. A-1 Technology provides IT strategy and architecture consulting services to commercial banks, asset management firms, insurance firms, brokerage firms, investment banks and hedge funds.

Implementation and Product Development Services
A-1 Technology provides project services for clients implementing an eBrokerage solution in-house and for clients implementing an outsourced solution. Project services include project management, training, system implementation, custom interfaces, data conversion, integrated testing, custom software, localization, and version upgrade services. Project services are delivered by trained, financial service industry professionals.

Maintenance and Support Services
The services organization is responsible for help desk, research, systems operations and application quality assurance. A response team made up of research, quality assurance and programming personnel is assigned when maintenance issues are identified. This team works together to ensure that the customer issue is understood and dispatched accordingly. All issues are tracked and measured, and daily and weekly reports are generated for management review and action. Each client is assigned an account manager. Account managers may be located around the globe and will work in conjunction with the services organization in New Jersey. The account management people are responsible for issue resolution.

Global Data Service
As part of its consulting practice, A-1 Technology provides extensive advise on market data services including real-time, delayed and historical securities data, futures, mutual funds, options, corporate financials, interest rates, bond data, earnings calls and global business news. This is critical for any financial services company employing an online strategy. Separately our data definition practice specializes in data audit and building and cleansing of data to provide consistency across databases.

Outsourcing
A-1 Technology offers a dedicated development center model to our clients in which a software development team that is dedicated to a single client uses technology, tools, processes and methodologies unique to that client. Each dedicated development center is located at an A-1 Technology facility in India and is staffed and managed by the Company.

Financial Services Solutions

Portals and Websites

  • Broker & Advisor Portals. Empower your advisors and brokers with relevant and up-to-date information.
  • Investor Websites. Enhance the stickiness and relevance of your investor web sites.
Front Office

  • Analyst Workstations. Empower your employees with enriched information for in-house analysis.
  • Quantitative Modeling Engines. Enhance and automate your in-house quantitative models.
Middle Office

  • Trading Applications. Optimize and analyze your trading efficiency. Provide real-time feedback to your traders
  • Compliance Applications. Verify the compliance of your trading execution. Ensure the OFAC compliance of your new accounts.

Back Office

  • Accounting Systems. Price your portfolios on a timely and accurate basis
  • Performance Reporting Systems. Benchmark the performance of your business decisions