C o n v e r g e S o l



A large hedge fund with multiple strategies specializing in a global macro style of investing.

About The Product

Its Charles Rivers trade order management system, which helps to simplify the workflow for the client and its stakeholders. The product was developed using Advent API and the technologies like .NET, C#, SQL Server for seamless uses.

Business Problem

The client has bought Charles Rivers, a leading buy-side trade order management system, but the product will not work for the client out-of-the-box due to a very specific workflow that the company was following starting from trade capture all the way to settlement.


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.

Technology Used

Business Benefits

We were able to successfully implement the customizations required for the GENEVA implementation and simplify the workflow for the client and its stakeholders. The codebase was developed using Advent API and the technologies already used by the client (.NET, C#, SQL Server) so maintaining the codebase was seamless.

About ConvergeSol

ConvergeSol is a premier industry-focused technology consulting company that specializes in providing outsourcing services for the financial services industry and Small / Medium Enterprises. Our offerings include:
  • Custom Software Development TabCustom Software Development
  • Product/Platform Development TabProduct/Platform Development
  • Managed Services TabManaged Services

Custom Software Development

  • Automation Solutions - Data Aggregation, Data Repository, Excel Automation, Automated testing, Custom software development, CRM
  • Reporting Solutions
  • Portal Solutions - Microsoft SharePoint Solutions, Web Portals.
  • Integration and Customization Solutions – API based integration with Order Management systems, portfolio accounting systems, CRM, Workflow management, etc. for 3rd party products like Backstop, Charles River, Paladyne, Advent and Relativity.

Product/Platform Development

  • SaaS-based Product & Release Management
  • Software Development Methodology like Agile
  • Quality Assurance Solutions

Managed Services

  • Application Lifecycle Management Offerings (ALMO), a one-stop end-to-end solution perfect for organizations looking to use IT to their advantage, low touch, and lower costs
  • Operations and Support offering

We bring deep expertise in understanding your needs to be its order management system, enterprise content management, portals, account opening process or reconciliation process just to name a few areas. We complement it by our proven execution expertise across the entire software life cycle: project management, business requirement, software development, quality assurance, deployment, and support.