We aim to deliver first class service without any compromise. Encompassing our experience, with the best tools and processes we aim to provide an exceptional level of IT service. Working together with you we determine the ideal service levels to suit your firm. We can act as a supplement to your existing IT employees, become an extension of your existing team or become your fully outsourced IT solution.

As part of the core service a seasoned IT executive is assigned to your firm. He or she is responsible for creating and managing the strategic technology plan for your firm and ensuring that the overall quality of the service we deliver exceeds your expectations.

As your business and technology requirements change, we help you select and implement the technology solutions that you need. Our goal is to maximize the value of your technology. We do this by minimizing its cost and maximizing its impact within the parameters that you define.

We can help you select, acquire, and implement the appropriate information services, such as Bloomberg, Capital IQ and Thompson Reuters, for your firm. We have implemented tailored CRM solutions that provide investment professionals the tools and information that they need to manage their investment portfolios.
Additionally, Halcyon provides expertise in the many types of trading technology: order management systems, electronic trading systems, execution management systems, brokers and primes.

In partnership with Salesforce.com we customize and implement the adoption and use of this market leading CRM. We have extensive experience and knowledge configuring Salesforce.com to utilize the full capabilities of the application and platform to the specific industry requirements of our financial services clients.
Project implementations have included; automation of clients investment pipeline and portfolio management, fund raising and investor relations, internal firm workflow and data management.

Whether you are planning to register with the SEC or need help understanding the best way to meet federal and state privacy laws, we can help you select and maintain your compliance technology systems. From electronic communication retention and supervision to AML, OFAC and Patriot Act compliance, we can build a suite of products that help you reach compliance.

We specialize in building resilient technology architectures that allow your critical business functions to continue operating after a major geographic disaster. However, a business continuity plan is still needed to guide all of your employees through the stages of business recovery. We can lead your firm through the process of creating and maintaining that plan.

They may be a lower profile part of your technology portfolio, but these systems are critical to efficient operations and office processes, and are a key component to your clients' satisfaction. We can select, implement, and support systems that provide the base of your operations: general ledger, portfolio and partnership accounting, client reporting and relationship management.