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Databases, ETL & Data Warehousing



Whether it is a data warehouse, a data repository or a critical transaction based database, we have the team to support, troubleshoot, design and develop a solution that fit your needs. Our DBA team consists of experts in Oracle, DB2 and SQL Server. We are an Oracle & Microsoft Gold Partner. Our database services include:



Database Monitoring & Support:
We offer 24/7 monitoring of all your mission critical databases and perform routine health checks on your servers. Whether it’s an early morning emergency that could cause you to miss the NSCC trade deadline or a database outage that impacts the participants directly, our DBAs are well equipped to work under these situations. They will work with your operators and technology team, to determine what files need to go out first, what reports need to be generated for the participants, to minimize your financial risks.



Database Fine-tuning:
There are numerous software products that offer solutions for various aspects of recordkeeping processing. With the years of experience our DBAs have in recordkeeping, chances are, we probably have worked with those products. We know that these products are designed to solve your business needs but they do lack in terms of database optimization and performance. From trading applications to reconciliation tools to plan sponsor databases, we have reduced processing times by knowing where to optimize.



Database Migrations:
Migrating your data warehouse to Oracle? Have you out grown your current SQL Server environment or Do you have too many Access Database with critical business data and processing that’s holding up your IT strategy? We can help analyze your current environment and bring the necessary architecture that is cost effective and practical to your business needs.



ETL Tools:
We have expertise in almost all popular ETL tools in the market. Including Informatica, Oracle Data Integrator, IBM Infosphere. We even have our own proprietary “File Parser” application that is built specifically for retirement services. We understand the nature of the business involves interfacing with hundreds of files both internal and external. From daily MorningStar feed, to a mutual fund Price file to NSCC settlement file. We can help you simplify your file transfer process and build in alerts and tracking and help with automation, saving hours in manual work.



Data Warehouse:
Struggling with maintenance and update of critical Plan or Client information in multiple systems? Do users demand better ad hoc reporting on their data? Call us and let us help you design and implement the best data architecture that will suit your needs. Here are some of the ways we have helped our clients over the years:


  • Built a data warehouse to gather all expenses across the organization, including activity based costing, data from different revenue sources, including 5500 data. This helped business run profitability analysis over various plans and help with billing and profitability analysis.

  • Consolidated Participant activity from the record keeping system into a data warehouse for detailed analysis for Plan Sponsors and for internal business users. Ad Hoc reporting and mining of this data enabled the client to take important decisions that improved their asset retention and profitability.


Platform Expertise



  • Oracle

  • SQL Server

  • Access / MySQL

  • Informatica, SAS, InfoSphere

  • Tableau, Tibco


The perspective is the difference.

Interested to know how we can help you?

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