Digitally advanced businesses are 2x efficient, generates 4x revenue and creates 6x employment compared to their less advanced counterparts.
We bring affordable technology solutions that deliver measurable economic values and help business grow with sustainable competitive advantage
We are a team Subject Matter Experts with many decades of hands on experience in Enterprise Data Management and Data driven technology solutions for broad range of industry.
We specialize in implementing industry leading solution platforms and integrating those with internal ecosystem of our clients’ organizations by leveraging using Data, Technology, Governance and Process synergies. The velocity of change and complexity of such transformations often overwhelm organizations presenting high cost and risk to leverage the benefits of the latest technologies, like Cloud, Large Data Models, or Artificial Intelligence. As per various industry measures over 60% of the organizations are not ready to in terms of technology platform or Data to leverage the benefits of AI.
We strive to bridge this gap by with our experience of delivering such complex initiatives at a predictable and affordable cost and manage the risks by mitigating and sharing where needed.
We are not advisors, we build hands-on solutions and share risks / invest in your transformation journey by delivering it to the end at a defined cost and scope. We excel in supporting clients across multiple locations, because we are a part of a larger network of over 300 locations across the country with 1500+ experts and engineers across multiple industries and subject matter specialties.
If you have geographically distributed operation with a number of locations, we can manage your technology and related organizational complexities with a uniform and high-quality service across the board.
Our Commitment: We consider it a privilege when clients offer us the opportunity to take care of their technology. In return, we enable our clients to focus on their business without worrying about technology or its limitation to constrain their business.
At Vertus Solutions and Services Inc. we help our clients manage the clutters of technology landscape and implement reliable technology solutions that delivers business value and growth.
We specialize in implementing Investment and Risk solutions using Data, Technology, Governance and Process synergies. We bring highly experienced subject matter experts at a great value to our clients and deliver projects with predictable outcomes within affordable cost for our client.
We operate in a model that offers proactive services at an affordable cost with consistent and reliable results. Our model allows our SMB (Small and Medium Business) clients to effectively manage business outcome, risk and budget of their transformation programs, and realize targeted business values. synergies for the long run. We provide a variety of different services that we can tailor to suit your needs. We wrap outstanding technology with personalized service. Contact us to see how Vertus Solutions can add value to your business and solve your critical challenges.
At Vertus Solutions, we live and breathe how technology can be leveraged to deliver economics and business value. We believe that technology is a powerful tool, but just like any other discipline of human achievement, a powerful tool alone is not sufficient to deliver high value business outcome. It requires a synergy of organization, data and operating model to leverage technology to deliver its full potential.
We are passionate about our work, motivated to exceed our client’s expectations, and willing to go the extra mile. We look for this trait in everyone of our team.
But our team has more than passion. We have a purpose. We serve our community by bringing the best technology solutions to help businesses and organizations realize growth. We live and work in our community and we are dedicated to building a thriving local business and social environment.
We are also part of a larger organization which has a 30 years of history of success in technology and business management. Our executive team funds market research, selects, tests, and vets the products and companies with whom we do business, and assures that we have additional support channels that other companies do not have, due to the size and strength of our network. Our entire system collaborates to bring to our clients the best technology solutions and services available today.
We have an experienced team to provide you the highest quality of services. Our local representatives in your area look forward to hearing back from you
President
30 years of experience
MBA: Yale University CFA
Experience with MAG7 technology giants as well as large global enterprises
Helped multiple Small & Medium Businesses grow from startup to IPO/ Strategic buyout
Jay has over 30 years of experience in Strategy and Technology transformations for Fortune 500 clients across several countries. He graduated with MBA from Yale University and served in senior leadership roles at Deloitte and Ernst & Young, delivering high value transformations for several major global companies and led team of up to 50 experts. He has helped multiple startups grow into major companies to the IPO or strategic buyout. He leverages experience in technology, economics, data and organizational design to create powerful strategic drivers of growth.
In his experience – organizations often struggle to realize the benefits of rapidly evolving technology. According to many major studies, over 75% of the major transformations do not realize their target outcomes. Around a 3rd (~30%) are outright scrapped and sunk cost. While organizations are often forced to undertake transformations due to competitive, industry, client or regulatory pressures, such undertakings mostly exposes them to suboptimal ROI or increased risk. This also creates a perceived barrier for Small and Medium Businesses (SMBs) and deter them from attempting to optimally leverage technology for their growth.
However, he has experienced – from both positive and negative scenarios – that the critical factors of such outcomes are not dependent on size of the organization, and rather attainable for SMBs with the right mix of industry and technical expertise. But the difficulty is – majority of the technology transformations being sub-optimal, there isn’t a benchmark or metrics of success nor many experienced professionals with experience of highly successful programs.
He believes that the ultimate test of his expertise is to enable SMBs to leverage the emerging technologies and fuel their business growth. Such organizations do not have a recurring budget to allocate for runway technology programs, yet the SMBs are facing the same competitive pressure on margins as their larger peers, who have lot more financial capacity to withstand some subpar technology initiatives.
After delivering a number of such initiatives successfully with strong focus on economics, he has developed a framework to help small and mid-sized organizations to deploy emerging technologies and deliver targeted economic outcomes at predictable risk and cost. His mission is to manage end-to-end technology demands of SMBs so that clients can focus on helping and building a better business in their communities. He looks forward to the opportunity of working with you!
Senior Software Engineer
25 years of experience
Trading & Risk Technology Platform Implementations
Systems Integration
Real time high volume data integration & management
Bhavesh has 25+ years of experience in Software Engineering and Complex systems integration. He has developed and implemented several large Investment & Trading platforms, Enterprise Data, Middle Office and IBOR systems for a number of large global clients.
He has developed customized integration frameworks and solutions to integrate multiple platforms and compensate for product gaps and defects – that enabled clients to move forward with their program targets. He has implemented several several innovative solutions such real time capture, validation and update of data along various workflows stages at specific steps of interactions with different persona. These solutions are more robust and scalable compared to the workflow limitations often experienced in standardized solution platforms that are often slow to evolve or enhance their limitations.
He has developed high velocity data integration at scale including Kafka connectivity for real time acknowledgment, communicating with client’s internal messaging systems and setting up custom extension tables for integration of analytics data for portfolio modeling or trading requirements. He has built several APIs integration components for Fixed Income, Currency and OTC and Derivatives trading – which validates orders, performs trade compliance and trade lifecycle actions. His other notable projects include, enhanced Merger Arbitrage Deal Manager and Portfolio Monitoring applications, including Bloomberg real-time integration for Portfolio Management and trading.
Vice President,
Operations 20 years of experience
MBA, DePaul University
Experience HR and Operations in E&Y, PWC and KPMG
Rashika has over years of experience working for large global companies, such as Ernst & Young, PWC, KPMG, covering the full spectrum of Operations, HR, and technology services. Prior to that, she graduated with her MBA from DePaul University. She enjoys bringing her education and skills to help people and build relationships.
She is passionate about the constantly changing technology trends and helping businesses realize growth to their fullest potential using technology. She believes that putting people at the center of your technology strategy is important because it highlights how it impacts your customers, employees, and business partners.
She is a founding member the firm and she helps small and medium businesses grow by utilizing technology effectively. She leverages her experience in combing leading technology with organizational and process efficiencies to deliver optimum results for business.
Our business focuses on reducing the noise and taking the distraction out of IT, which will provide you with complete peace of mind and enable you to focus on growing your operations and serving our community better. We aim to be your trusted advisors by making customized recommendations that are fit for your specific situation. We look forward to the opportunity of working with you soon!
Senior Business Systems Analyst
15 years of experience
FINRA, SIE, Series 63
Michael has over 15 years of experience as Senior Business Systems Analyst, with recent specializations in the financial industry, he has worked with various cross-functional teams across multiple large organizations to structure performance and production data into clear visualization that communicate key performance indicators (KPIs) to the C-Suite executives. Additionally, his experience includes leading and assisting in the large-scale data integration, particularly in the compliance and regulatory areas.
He has extensive experience in Sec Master operations which included management of the firm’s issuer and security data. This included monitoring vendor data feeds, performing daily data integrity checks, user acceptance testing, issuer and asset creation, and weekly reporting. Throughout his career he has developed a strong blend of Business acumen and technical expertise, enabling him to effectively drive initiatives that support decision-making and operational efficiency.
Michael holds a Bachelor’s Degree from the University of Central Florida (06’). An MBA from Syracuse University(21’) where he graduated with concentrations in both Finance and Analytics. He has also passed the FINRA SIE and Series 63 Examinations.
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