Client portal for Investment Advisors, Multi Family Offices & Wealth Managers

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SQL Server Reporting Services For Hedge Funds

Automation of Data Intensive Business Process for Investment Managers

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Collateral and Treasury Management For Hedge Funds and Investment Managers

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Data Aggregation and PnL Reporting for Hedge Funds

Interactive Reporting & Analytics For Financial Services

Customer Relationship Management (CRM)

Work Allocation and Monitoring System (WAMS)

SharePoint Wealth Management Portal

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About us

We are a premier software development company focussed on providing application integration and application management software services for small-medium size businesses and financial services Industry. We bring wealth of experience in managing technology needs of financial industry across the entire value chain for asset and wealth managers, hedge funds, family offices, banks and Insurance. Clients trust us to deliver quality advice, solutions and support based on our deep expertize and point of views gained over many years of experience.

At ConvergeSol, we are committed to long term relationships with our clients by delivering sound strategic advice and reliable, holistic solutions that enable our clients to sustain and grow their business.

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Why Choose

Us

Who we are
What we Do
Why Us

At ConvergeSol, we are committed to long term relationships with our clients by delivering sound strategic advice and reliable, holistic solutions that enable our clients to sustain and grow their business.

We are a premier software development company focussed on providing application integration and application management software services for small-medium size businesses and financial services Industry.

Thousands of smiles

Client Reporting for a Family Office

5.0
Quality:	5.0
Schedule:	5.0
Cost:	5.0
Willing to refer:	5.0

With approximately 45 investment reports to be run monthly, Converge Sol created an app that automatically runs them replacing the need for them to be run manually, one by one. This knowledgeable team helped out in many ways, providing reliable support in many projects.

- Operations Director at a Family Office

Treasury Management Software Product Development for Hedge Funds & Investment Managers

4.5
Quality:	4.0
Schedule:	4.0
Cost:	3.0
Willing to refer:	5.0

Without assistance from ConvergeSol, the development process and final product would have suffered. The agency earned praise for their broad talent pool, attentiveness to budget and timeline concerns, and dedication to producing exceptional work.

- Chief Product Officer at a Financial Software Product Firm

Compliance Fintech Product Development for Investment Advisors & Hedge Funds

5.0
Quality:	5.0
Schedule:	5.0
Cost:	5.0
Willing to refer:	5.0

ConvergeSol impresses with their transparency and frequent communications. Their CEO sets the stage with his collaborative leadership, providing productive and helpful support. They don’t just provide the requested solution, but go above and beyond offering multiple options for solutions.

- Chief Compliance Officer and Partner at a Financial Services Compliance Law Firm

They are Truly a Technology Partner for us

5.0
Quality:	5.0
Schedule:	5.0
Cost:	5.0
Willing to refer:	5.0

We had 14 different platforms to get data, add the complexity of tens of different XLS files and as many different formats and it was becoming a nightmare to do daily processing in a manual fashion for the operations team at our organization. The ConvergeSol team came did the proof of concept and further automated the whole business process that gets the file, process it and push it into our CRM which is Microsoft Dynamics all without any interventions from our end. It also gives us an exception report that allows us to work with the outliers. We are extremely happy with ConvergeSol team and would recommend them to anyone looking for a "true" IT partner.

- Head of operations at Investment Management company in UK