Technology Solutions

Empowering Fund Operations with Purpose-Built Technology Solutions

Software development and technology solutions today are critical when operating a fund in the private capital industry. Investment managers and investors are relying more on technology for everything from disseminating investor financials to submitting regulatory forms. This movement to technology is shifting the information exchange paradigm – SteelBridge can help you stay ahead and meet industry expectations.

What We Do

Technology Solutions

Software Engineering

Reporting Solutions

Technical Expertise

Software Engineering

Custom Software Development

Our Technology Solutions team has the capability to meet your proprietary, unique business needs. Our team of experienced engineers will design custom technology solutions and provide you with well-built, user-friendly software that will solve your most challenging and particular technology requirements. We solve challenging business problems when pre-packaged software applications fall short.

Our engineers can develop tailored software solutions based on your current platforms and future requirements, and we build tools that automate repetitive manual processes and enhance processing control and data transparency.

We deploy only the latest, proven technologies using either open source or closed source as well as proprietary platforms. These are some of the tools we are currently working with:

Application Development – J2EE

Spring
Hibernate
Wicket
JSF Frameworks
JBoss Seam
Struts
And more…

Application Development – .NET

NET Entity Framework
NET MVC

.NET WCF
.NET WWF
.NET WPF

And our engineers didn’t want us to leave out:

Big Data
Enterprise Search
NoSQL and Hybrid Databases
HTML 5

System Integration

System integration is a key element in data efficiency and data control. It’s a request our business resources ask for in every technology strategy meeting. At SteelBridge, our engineers have designed and built connectors that allow applications to communicate directly with each other to exchange information. Proper system integrations allow adaptations in a changing regulatory and competitive business landscape.

Let SteelBridge help you develop system integrations that maximize efficiency and increase productivity so you can stay ahead and increase overall ROI for your investors or clients.

Microsoft Office Automation

Many organizations rely on Microsoft Office for their accounting and back office operations, instead of migrating to an industry-specific accounting application. In some cases this is a viable solution, yet security and oversight using Office may not satisfy all your investors and regulators. Let SteelBridge assess your current process and help determine if changes are needed to customize your use of Office to satisfy the ever-increasing requirements of investors, regulators and auditors. Microsoft Office automation embeds your business-specific functionality directly into Microsoft Office and other commercial software by using:

Macros
Add-ins and Plug-ins
Embedded Reports
Interfaces

Data Warehousing

As the volume of data grows exponentially, storing and managing your data can be overwhelming. Our many years of experience in enterprise data modeling and optimization can help you solve your data management problems. Whatever your data platform, our engineers are ready to help warehouse your data to gain better control over your information.

Our engineers stand ready to go beyond the traditional relational data management model, as they also have expertise on NoSQL and hybrid database models such as MongoDB, MariaDB, and many other newer database paradigms.

Data Migration

Data migration is one of the most crucial steps in moving from one system to another. SteelBridge has in-depth experience and proven success in performing hundreds of data migrations from multi-year, multi-continent engagements to a simple data migration for a single fund. Our capable resources provide industry-leading guidance to assist clients and software vendors migrate data of any type or size from source systems to target systems. Our team can help with assessing, gathering, normalizing and migrating data using a highly efficient, proprietary process that ultimately delivers lower project data migration costs.

Reporting Solutions

Enterprise Reporting Solutions

Enterprise reporting solutions provide timely, customized “boardroom” quality reports. SteelBridge builds enterprise level reporting solutions that balance business need with budget and technical constraints. Our engineers build industry- specific reports using a variety of tools and set realistic timelines and budgets, all while meeting every quality requirement you, your investors and our industry have come to expect.

SteelBridge meets any business needs in terms of data, performance, quality, and presentation format using a variety of reporting engines:

Crystal
Microsoft Office
Microsoft – SSIS/SSAS/SSRS
Metric and Key Performance Indicator (KPI) Development
Meta Data Management
Enterprise Reporting: Business Objects, BIRT, and more…
Cube Development
Dashboards

Report Delivery Automation

A report delivery automation tool takes your existing reports and automates their delivery to the right audience, at the right time. SteelBridge can provide a careful review of your reporting processes and recommend a report delivery automation tool that would work in conjunction with your existing reporting systems. We focus on producing accurate reports in a timely manner with reduced cyclical staffing needs.

Technical Expertise

Technology Needs Assessments

The SteelBridge technology needs assessment can help you sift through the requests of any business division or functional area and balance those needs to the budget. Technology needs assessment determines what applications and systems are currently in-use and what steps are needed to make specific improvements to everyday operations.

We often hear the request for a single enterprise-wide application, and while this is often a major step forward in operating efficiency and control, it may not be sufficient for all your technology needs. The assessment includes our recommendations and an actionable plan to optimize your technology capital outlay.

Packaged Software Selection

Software selection is a time-consuming and potentially expensive exercise. Choosing the wrong application or having a vendor not provide the proper post-purchase support can have significant consequences. Sifting through countless vendor demos and matching pre-packaged solutions to your fixed business requirements is a sizable task.

Let SteelBridge help organize and select the best-in-class solution to save your technology team valuable time and resources. SteelBridge has built a proprietary, repeatable process to facilitate software selection. Our strong relationships with leading software vendors in the private capital industry jumpstart your selection process by weeding out inferior products and focusing on the select few that best fit your needs. We partner with you to help:

Define what your business really wants and needs
Navigate the process of software review and demos
Map business need to each of the software products
Understand licensing and terms of use
Equip you with tools to make an informed decision
Make a decision that will continue to benefit your business as you grow

Software Implementation

SteelBridge is the leading expert on implementing software for the private capital community. Our team has the capability to help you implement and configure software exactly as needed to contribute meaningfully to reducing costs and increasing operating efficiencies. We deliver maximum value from your new software and execute a comprehensive plan to accomplish successful implementation. SteelBridge has “ramp-up” resources available to help you deploy the technology swiftly while minimizing the overall impact to your day-to-day business. We understand and guide you through:

Planning
Configuration
Implementation
Testing
Parallel Support

System Architecture Evaluation

One core system architecture evaluation and design service will help you untangle today’s maze of platforms, technologies, integrations and hardware that may be creating inefficiencies in your operating platform. SteelBridge has years of experience in providing enterprise-level guidance for an evolving technical infrastructure. Our experts will review your entire technology stack and identify areas to increase interoperability between systems while working to reduce overall operations and technology operating costs by using a better network of systems.

During our Evaluation we focus on delivering a structured, scalable and secure system architecture solution aimed to meet all your technical and operational business needs while optimizing performance and manageability.

Technical Documentation

Technical documentation is vital to keep your technology infrastructure running smoothly. Lack of documentation can make supporting and maintaining applications and networks very difficult – this becomes especially challenging in situations where you begin assuming ownership of a solution. Our team can help you create complete reference technical documentation for solutions that you, your vendors, or we build. Our objective is not to document just for the purpose of documenting but to guarantee business continuity, upgrade capability and enable a smooth transition process.

Let's Talk

SteelBridge provides white-glove service of a boutique firm but has global reach. We spend the majority of our time with our clients, but we also spend time in our own offices.

Pittsburgh - Investment Headquarters
2818 Smallman Street
Pittsburgh, PA 15222

Miami - Engineering Headquarters
7990 SW 117th Avenue
Suite 125
Miami, FL 33183