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Technology advisory
Any application in the world of finance
From derivatives pricing and portfolio models to compliance, AML and covenant tools: if it runs on financial logic, we can build it. The finance is designed by people who have done the work, and the software is built to production standard.
Most finance software is built by developers who have never closed a set of accounts, or by finance people who cannot ship software. We are both. That is what lets us build a derivatives valuation engine, a fund waterfall, a covenant monitor or an AML screening tool that is right in the finance and robust in the code.
Our own product, Model My Wealth, was built the same way. We keep scope tight: one problem, one tool, delivered in weeks, then extended once it has proven itself. We can build inside your environment and hand over with documentation and support.
What we deliver
- Pricing and valuation enginesDerivatives, options, structured products, loan books and portfolios valued consistently and on demand.
- Models as applicationsWaterfalls, fee engines, forecasting and scenario tools with permissions, version control and an audit trail.
- Compliance and AML toolsScreening, monitoring, case management and regulatory reporting built to your policies.
- Monitoring and risk toolsCovenant tracking, exposure and early-warning applications for lenders, funds and treasuries.
- MVPs for start-upsA first working version of your product, built quickly and properly, with the financial logic right from day one.
- Internal toolsCRMs, portals and small applications for the tasks your team repeats every week.
Who this is for
Asset managers
Faster, cleaner reporting cycles
See how we helpPrivate credit
Credit risk you can see early
See how we helpOther technology advisory services: AI agents · Workflow automation · Data pipelines and dashboards · Finance transformation · Compliance and AML tools · Systems maintenance and support · Systems improvement · Data security and privacy
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.