Oehm Automation

Oehm Automation delivers services across fund areas, including operations, portfolio management, trading, risk management and research. In practice that means building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Hedge Funds, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Oehm Automation is based in Petaluma, California. More on oehmautomation.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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