Who We Are
Basis Points Technology (BPT) is a fully insured IT consulting firm (Professional Liability, Business Owner’s, and Workers’ Compensation) for the global investment management industry. We offer professional services at a specific iteration or throughout your entire project life cycle including platform evaluations, planning and design, testing, and implementation.
Our experience covers:
- Strategic Evaluations for Third Party Platforms (RFIs and RFPs)
- Operational Workflow Planning
- Single/Small Scale Implementations: Trade Order Management Systems (OMS), Data Warehouse, Reporting (Regulatory, Custom)
- Enterprise/Large-Scale Implementations: Accounting Book of Record (ABOR), Investment Book of Record (IBOR)
- Data Management: Analysis, Strategy, Road-mapping
- Data Interfaces/ETL/API Processes
- Business Intelligence Reporting Planning and Design –
Microsoft Certified - Data Science Analysis – Microsoft Certified
Founded in 2014 by Gene Lee, BPT has partnered nationwide with asset managers, insurance companies, buy-side firms, and public endowment agencies to assist them with their complex technological challenges.