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Allvue Everest Implementation Services

  • All Everest features and functionality
  • Everest Web and Everest Desktop
  • Trading Workflows (All Asset Classes - Bank Debt, Loans, Bonds, ABS/MBS, Equities, Options, FX, Swaps)
  • Bespoke web applications
  • B2B Data Imports
  • Email integrations
  • Portfolio Management
  • Trade Order Management
  • Event Subscriptions
  • Rule Functions
  • Everest suppported integrations with any third party system such as VPM, WSO, Geneva
  • Fully custom, unsupported integrations with any third party system, upstream (security / reference data systems, etc.) or downstream (accounting systems, etc.)
  • Experts in SQL Server and T-SQL
  • Experts in XSLT, XPath, and XML
  • FIX Messaging
  • SQL CLR integrations
  • Expert in performance optimizations - holdings panels loading in seconds
  • Utilize your preferred version control system (git, Perforce, TFS, Monotone, Subversion, etc.)
Buildings

Who we are

Founded by a software engineer with 15 years in New York's financial industry, IIA specializes in high-performance trading systems and Allvue Credit Everest implementation.

We Can Build What You Need

Workflow

  • Credit Workflows
  • Trade Workflows
  • Asset Workflows
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Panels

  • Credits
  • Financials
  • Trades / Trade Blotter
  • Holdings
  • Allocations
  • Ratings - S&P, Moody's, Fitch, and all others
  • Purchase Lists
  • Fully Custom data/web panels
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Financials

  • Excel addin integration for financials models scraping for ease of import
  • Excel integrations / Excel Add-In - financials models scraping, securities, etc.
  • Annuals / LTMs / TTMs automatically generated from quarterly data
  • Custom financial templates and transformation rules
  • Custom financial types
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Reports

  • Credit Pipeline
  • Credit Monitoring
  • Can use built in reporting and/or integration with SSRS reports
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System Integrations

  • Security / Reference Data Systems
  • Data Warehouses (Allvue and 3rd Party)
  • Trading Systems (SS&C Eze, etc.)
  • Accounting Systems (S&P Markit WSO, FIS Hedge Fund Portfolio Manager (aka VPM), Geneva, etc.)
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Custom Dashboard Integrations

  • Embed any custom web application into Everest
  • We fully design and implement
  • Display any data, including from your other systems or 3rd party data vendors (Bloomberg, Markit, FactSet, and others)
Dasboard Integration Illustration