Business Problem


  • The client purchased Charles Rivers, a leading buy-side trade order management system.
  • The system could not function out-of-the-box for the client’s needs.
  • The client followed a highly specific workflow from trade capture to settlement.
  • Customization was required to align Charles Rivers with the client’s existing processes.

Business Benefits


  • Successfully implemented the required customizations for the GENEVA system.
  • Simplified the workflow for the client and its stakeholders.
  • Developed the codebase using Advent API and existing client technologies (.NET, C#, SQL Server).
  • Ensured seamless maintenance of the codebase leveraging familiar technologies.

Solution Overview


Our specialized knowledge of the trade order management space, unique workflows in the hedge fund industry, and leveraging reusable assets allowed us to build customizations around Charles River that facilitated the specific situations required by the client. We built custom screens and processing logic to capture, allocate and process an order using Charles River API using C# and .NET framework.

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Technology Stack

Technologies that powered this solution to deliver smarter outcomes


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