Experience across the investment stack
More than 70 combined years of experience across order management systems (OMS), data, investment books of record (IBOR) and execution platforms, spanning design, sales, implementation and management.
ABOUT VELOCITY
Built around
the work.
Velocity brings together investment technology experience, practical delivery and proprietary tools to help firms navigate complex change.
Understanding the world
your systems work in.
We work inside programs, alongside clients, vendors and partners. Our expertise spans implementation, custom development, data solutions and testing across investment operations.
Meet the teamVELOCITY AT A GLANCE
Experience that connects
technology and delivery.
Velocity Investment Solutions brings financial-services knowledge and real-time software integration expertise to complex operating environments. Our purpose is to make technology work more effectively for clients and build lasting relationships through the quality of the work.
Proprietary technology
Our automation platform combines industry knowledge with testing, migration and data-quality capabilities. AI-enhanced data migration and test management support continuing business needs as well as the initial transition.
Provider relationships
An established vendor network helps connect the right people, clarify capabilities and resolve implementation questions.
An adaptable framework
A modular end-to-end approach scales with the technology environment, supported by a 360-degree testing framework and proprietary data migration tools.
ADVISORY & ENGINEERING
Resolve the details.
Make the bigger plan work.
Our advisory work reaches into the configuration choices, user needs and system interactions that broad implementation plans can leave unresolved. We assess vendor commitments against operational requirements, examine the implications of major change and identify opportunities to simplify integrations or reduce data costs.
Platform implementation
Implement and integrate Charles River, BlackRock Aladdin and Bloomberg AIM around your operating model. Address the granular configuration work that can sit outside a large vendor’s delivery scope.
Custom development
Build Salesforce integrations, ETF management tools and portfolio construction engines for workflows that standard configurations do not fully support. Modern coding and low-code approaches help create applications and integrations designed for long-term use.
Data engineering
Use Azure Data Factory, dbt, Talend, Informatica and data science libraries to support data transformation, analytics and connected operations.
Quality throughout delivery
Combine test automation, multi-system reconciliation, test case management and early validation. Reusable delivery knowledge strengthens subsequent implementations and upgrades.
HOW WE THINK ABOUT THE WORK
Built to last.
Ready to evolve.
Effective delivery
Combine practical experience with proprietary tools to accelerate implementations and upgrades without losing control of quality.
Long-term usefulness
Design applications and integrations for life beyond launch, using modern coding and low-code methods where they fit the task.
Continual improvement
Test the complete ecosystem repeatedly, carrying lessons from each release into the next.
Flexible service
Adapt the engagement to client needs, from targeted specialist support to broader delivery capacity during demanding project periods.
YOUR NEXT CHAPTER
What needs to
move forward?
Tell us what’s changing, where the uncertainty sits,
and what your team needs to achieve.