Automation

Advisor - TSS Consultancy Pvt, Ltd.

I have teamed up with TSS Consultancy Pvt, Ltd. — a software development firm in India — to design innovative solutions to meet the needs of financial firms looking to improve and automate processes.

All solutions are configurable to match client’s operations and for any accounting, operations, and reporting systems.

Current Solutions

  • PDXTract

  • Alternative Data Manager

The ADM is an end-to-end processor for PDF statements and calls/distribution notices from private funds (hedge funds, PE funds, real estate funds). Data extracted from PDFs in any format.

  • Transaction Monitoring and Case management

Customized case management solutions for trading activity, KYC and other regulatory monitoring.