Financial Tracking Technologies

Financial Tracking, LLC designs and develops portfolio compliance monitoring and trade management solutions. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

Financial Tracking Technologies is based in Greenwich, Connecticut and around since 1999. You can read more at financial-tracking.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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