Our History and Industry Expertise | Vestridge Technology

Industry Experience

Our Past Inspires Our Future

At Vestridge Technology, our confidence comes from our past performance and success. With decades of experience in designing and building top notch Financial Technology software for Fortune 500 clients, we are steeped in the business and technical needs of the Financial Services industry. We are innovators in our industry and can provide the vision, leadership, and know-how to help our clients navigate the challenges of the present and the future.

Over the years, our team has worked with a broad array of financial systems. Our hands-on experience enables us to enter into new Financial Technology projects with a wealth of knowledge, which helps us to quickly understand and assess your business needs.

Business Expertise

Domain Proficiencies

Market Trading - Mutual Funds, ETFs, Equities
Accounting Systems - Trust, Brokerage, Recordkeeping
Transfer Agency Data Interfaces - i.e. DTCC Fund/SERV, Networking
Portfolio Management - Managed Accounts, Models, Unitization
ERISA Compliance - Eligibility, Vesting, Distributions, Loans
Payroll Processing - Cashiering, DDA Integration
Billing Systems - Revenue and Fee Management
Omnibus Account Servicing - Process and Control Automation

Highlights

Team Member Bio - David Drake

David has been actively designing and building highly scalable, mission critical, financial systems since the late 90's. He has been a lead architect and software engineer in the Financial Technology industry for over 20 years and has become an expert at bridging the gap between business and software design. David is an effective communicator and can quickly understand and navigate the complexities of both business process and technical solutions.