As a leading provider of IT services to investment advisor firms, Faye, Pollack & Associates is the right choice for organizations looking to use information technology as a tool in their quest for success. For more than 15 years, FPA has provided world class outsourced IT solutions for investment advisors. We know advisors live and die by their ability to access timely, accurate, and secure data. Having an IT partner intimately familiar with advisor operations from top to bottom is critical to making this happen. FPA is committed to being this partner -- providing early morning support, scheduling critical network and system upgrades for off ours so network downtime is kept to a minimum, understanding the implications of pricing, trading, billing, and confidentiality, working closely with audit partners to meet all SEC and compliance requirements in the IT area, and developing custom programs and reports to help provide that critical data that clients and firm management need to achieve success. FPA provides all the technology services and investment advisor firm needs to help manage and grow their business. Click here to download a complete description of all of our services for investment advisors.
Systems Integration
FPA has experience configuring Windows servers, workstations, and related network connectivity to run various Portfolio Management systems. We have the know-how to optimize the configuration of the workstations to install and configure the specific software (Axys, Moxy, Qube, etc.), and to configure the server to specifications of specific investment advisor applications (Advent, Schwab, etc.). Our understanding of the business flow within the Portfolio Management office enables us to better serve our clients. We understand the inner workings of trade-blotters, audit trails, and Custodial Interfaces. We know how to configure 3rd party software to properly integrate with the Portfolio Management system.
Information Services
We keep up with the latest trends in the industry.
We have experience integrating the following 3rd
party platforms:
Bloomberg
PC
Quote
Bridge
Valueline
ILX
Morningstar
Instinet
Zacks
EDGAR
Online
Multex
Frank
Russell
First
Call
In addition, we have experience installing, configuring
and supporting Custodial Interfaces such as:
Bear Stearns
Imperial Trust
Schwablink
Custom Programming & Reporting
FPA has experience developing custom solutions based
on the information provided by some of the various
Financial Information Services. We have created
extensive MS-Excel spreadsheets with
live data links connecting to the Bloomberg, ILX
and Bridge Information Services. These sheets have
given our clients the ability to extend the information
these services provide in ways such as:
The ability to track 30 day
moving averages
Custom Advance and Decline Reports
based on the client's own universe of holdings
We have created many custom reports within Axys
such as:
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