The employees of ClearEdge have successfully implemented many forms of investment management systems for a wide variety of asset management firms.

Along with having strong experience at both the project management and business analysis level, our success comes from right-sizing all our efforts while adhering to a well defined project methodology.

Our project methodology focuses on proper planning, early end user buy-in, thorough unit and use case testing as well as centralized communication and issue resolution. This methodology has been developed over many years by discerning weak points in standard implementation methodology and focusing the proper amount of project management effort at the right place and time. Our consultants have successfully used this methodology dozens of times to complete full functionality implementations on time and on budget.

Not all companies are alike, not all implementations are alike. Let the experts at ClearEdge help you focus on getting the right methodology and resources in place to achieve your organization's objectives.


Order Management

  1. Charles River Development
  2. MacGregor
  3. Latent Zero
  4. LineData
  5. Advent Moxy

Electronic Execution

  1. TradeWeb
  2. Liquidnet
  3. Lava
  4. Pipeline
  5. MarketAxess
  6. FXConnect

Interface Integration

  1. Markit EDM
  2. Axys, APX
  3. Portia
  4. Princeton Financial
  5. VPM
  6. CITCO
  7. IFS
  8. Bloomberg


... and more...