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Securities & Investments

Evolving business needs and new technologies are forcing securities and investment services firms to rethink their use of IT in an increasingly complex marketplace. For example, how can they increase speed and accuracy in a real-time environment? Outpace nimble competitors? Find cost-effective ways to streamline operations, improve agility, and drive innovation -- without getting left behind?

Kanbay, a unique full-service provider to the securities and investment industry, has the proven expertise that these firms need to stay ahead of the curve: a scalable business model, deep industry expertise, and focused process and technology proficiency in:

Deep Industry Knowledge Meets Real-World Experience

Our securities and investment practice is home to subject-matter experts and industry specialists with a deep understanding of Securities and Investments. In fact, our leadership team has had significant experience working in the business and technology departments for some of Wall Street's most important players.

Our expertise includes:

Strategic Partnerships Support Diverse Solutions

Kanbay's client relationships and engagements include leading Wall Street firms and market-leading IT vendors in investment management products. What's more, our alliances with service and delivery partners, such as Calypso, SunGard and Nexaweb, equip us with high-level skills in transaction processing and other specialties.

Calypso        Sungard        Nexaweb

Capital Market Solutions - Our Capabilities

Investment Banking Trading Systems
  • Research
  • Pre-trade Analytics
  • Client Profitability Analysis
  • Underwriting and Pipeline Management
  • Sales and Trading Workflow
  • Trading Applications
  • Exchange / ECN Connectivity
  • DMA / OMS
  • eTrading

Risk Management Data Management
  • Risk Analytics
  • Risk Aggregation
  • Risk Reporting
  • Risk Data Mangement



  • Security Master
  • Market Data Consolidation
  • Corporate Actions
  • Counterparty Processing
  • Sourcing
  • Modeling
  • Cleansing
Asset Administration Wealth Management
  • Investment Operations
  • Investor Services
  • Portfolio Accounting
  • Customized Reporting
  • Exception Management
  • Compliance and Regulatory Requirements
  • World Wealth Reports
  • Private Banking
  • Private Client
  • Family Office
  • Online Brokerage
  • Financial Advisors

Kanbay Delivers

Cutting across all aspects of Securities and Investments, our expertise has provided these deliverables to a range of clients: