Insights

At OmniVista , we strive to attract bright individuals who are passionate learners with strong interpersonal and collaborative skills.  We can only build such a team buy continuously  enhancing our knowledge through education and interactions with our clients, peers, and even competitors.

Look through the Insight section of our site to read our case studies and white papers.


Insights

White Papers and Case Studies

Case Study for Transforming a Fund’s Technology to Service 3rd Party Funds

Case Study for Transforming a Fund’s Technology to Service 3rd Party Funds

A Hedge fund client had extensive processes and custom integrations built within their investment management life cycle. This client needed to start supplying the same services and processes to a 3rd party fund manager. The client wanted to leverage their existing integrations, technologies and processes to support the 3rd party’s workflows. This would allow for one code base, development, and deployment methodology for both the client and the 3rd party; while maintaining an ethical, information, and technical barrier between the hedge fund and the 3rd party. This barrier was necessary in order to prevent exchanges or communication that could lead to conflicts of interest. OmniVista Solutions analyzed all of the features that were available to the current users. This included custom logic, reports, notifications, and scheduled processes. We then outlined a plan that would allow for the same flows and processes to be utilized across multiple client locations. We put together a team of consultants and the client’s full-time personnel to execute the project through the design, testing, training, and implementation phases. The segregated 3rd party system was successfully implemented on time and with little to no impact on the day to day operations of the funds.

Case Study for Support Management and Delivery for End-Of-Day Processes

Case Study for Support Management and Delivery for End-Of-Day Processes

Firms in the financial space typically have end-of-day (EOD) processes which interface with various entities ranging from accounting systems, brokers, banks, internal personnel, trading systems, third-party firms, etc. in order to gather, clean, and distribute data. Many of these processes use varying levels of automation in order to provide speed and efficiency to an otherwise tedious and time consuming process. OmniVista Solutions has developed an EOD support model which allows us to provide the highest level of service and satisfaction to our clients. Our clients are able to rest assured that our team of highly-skilled and experienced senior consultants will provide full support coverage for all EOD processes and provide quick and effective solutions during any process breakdowns. Our primary differentiator is our knowledge and understanding of our clients’ tools, products, and flows. Understanding our clients’ systems as thoroughly as our clients assists us in developing highly-satisfied, long-term clients.

Case Study for Improving Quality Control

Case Study for Improving Quality Control

Providing comprehensive test coverage for a trade order management after each deployment can be tedious and time consuming, especially when custom workflows are taken into account. If not automated, this can require one or more resources to be completely devoted to performing test cases and manually verifying output. Accuracy can be difficult to ensure under these circumstances due to the number of test iterations that need to be correctly executed and tracked.

White Paper for Hedge Fund BCP Implementation Framework

White Paper for Hedge Fund BCP Implementation Framework

Recent provisions promulgated by the Private Fund Investment Advisers Registration Act of 2010, a section of the Dodd-Frank legislation, requires managers to register with the SEC and implement a suitable compliance program if they either a.) have $100M of AUM (if managing a fund and separate accounts) or, b.) have $150M of AUM (if managing a fund only). Under SEC Rule 206(4)-7 of the Investment Advisers Act of 1940, those managers will need to design and manage a business continuity plan as part of the compliance program.

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