• Home
  • Company
    • Values
    • Careers
    • Success Stories
  • Expertise
    • Technology
      • Record Keeping Systems (RKS)
      • Web & Application Development
      • BizTalk & Sharepoint
      • Databases, ETL & Data Warehousing
      • VFS, CJMS & Hardware Optimization
    • Processes
      • Trading
      • Billing, Statements & Profitability.
      • Recon, Settlements & Other Processes
      • 24/7 Monitoring
      • Business Continuity
    • Systems
    • Solutions
      • CP3
      • PageWeaver
      • Business Resiliency
  • Contact Us
    • Engineer’s Desk




expertise


Expertise


With over 150 years of combined retirement industry experience, our retirement technology consultants have covered all aspects of defined contribution processing and related technology implementations. With a strong technology background and our extensive experience in the wealth management industry, we are able to provide technical solutions that are tailored specifically for retirement processing.

 

Most consulting companies, no matter how big they are, find it difficult to understand the domain and much of their time is spent on figuring out the business processes before they start working on the technology solutions.

 

Our extensive knowledge of the wealth management industry enables us to dwell directly into solving technology problems, saving both time and money by avoiding a steep learning curve. Our architects and solution engineers understand how automatic rebalancing works; they know the details of eligibility and its impact from payroll processing to account setups to trading. Such knowledge helps us give our clients a better solution that is tailored to their particular business needs and based on how they have established their plans and client relationship.


Capabilities



  • Code Modernization

  • Process Automation

  • System Enhancements

  • Marketing Support

  • Application Support

  • Conversions and Migrations


The perspective is the difference.

Interested to know how we can help you?

Get in touch

Competencies

  • Retirement Technology

    Our extensive knowledge of the wealth management industry enables us to delve directly into solving technology problems, saving both time and money by avoiding a steep learning curve.

  • Business Processes

    Deep retirement industry expertise helps us design solutions that are tailored to each client's particular business needs.

  • Recordkeeping Systems

    DST TRAC, SunGard Omni and Custom Recordkeeping Systems - We've designed and built solutions on all of the leading platforms.


© Copyright 2019 Convergent. All Rights Reserved.