Vendor Platform Integration & Customization

Vichara helps capital markets firms get more from the platforms they run every day, from Advent Geneva, Allvue, Charles River, and Aladdin to Salesforce, Oracle, SAP, Workday, and Microsoft 365. We integrate and support these systems across trading, accounting, risk, data, and investor workflows so they actually fit your operating model.

What We Deliver

Get more ROI from the platforms you already pay for

Making Vendor Platforms Fit Your Operating Model

Vendor platforms are powerful but rarely plug-and-play. We help firms get real value by aligning systems with how teams operate across front, middle, and back office.

Platform Implementation & Upgrades

Hands-on implementation, version upgrades, and environment stabilization across OMS, accounting, CRM, and data platforms, without disrupting live operations.

Cross-Platform Integration

Robust integrations across OMS, accounting, CRM, risk, data, and reporting systems, ensuring clean data flow, consistency, and downstream reliability.

Custom Workflows & Extensions

Platform extensions that embed firm-specific logic, calculations, controls, and reporting, without breaking vendor upgrade paths.

Reporting, Analytics & Data Enablement

Model-ready data pipelines, reconciled reporting layers, and analytics frameworks that sit cleanly on top of vendor systems.

Ongoing Support & Managed Services

Dedicated teams for platform support, issue resolution, enhancements, and optimization, aligned to SLAs and regulatory expectations.
Learn More

Vendor Platforms We Work With

OMS & Trading Platforms

Allvue, Charles River, BlackRock Aladdin, Broadridge

Accounting & Finance

Advent Geneva, Workday, Oracle Financials, SAP, Yardi

CRM & Investor Platforms

Salesforce, Microsoft Dynamics, SAP CX

Collaboration & Content

SharePoint, Microsoft 365 (Teams, OneDrive, Exchange), Sitefinity
Explore Programs

We integrate structured, semi-structured, and unstructured data sources

Market & Pricing Data :- Bloomberg, S&P, Moody’s, ICE, TRACE, Refinitiv, NCREIF

Macroeconomic Data :- FRED, FHFA, Oxford Economics, Moody’s, S&P

Referential & Agency Data :- Intex, Trepp, SEC filings, Freddie Mac, Fannie Mae, Ginnie Mae, CoStar, Capital IQ,Preqin

Transactional & Operational Data :- Geneva, Allvue, Broadridge, Pershing, Yardi, RealPage, Chatham

Unstructured Sources :- Trustee reports, servicers, property managers, emails, documents, news

These solutions are actively used by investment teams, not confined to labs or proofs of concept.
Request more info

Modern Integration, Automation & Analytics Stack Designed for Longevity, Not Just Connectivity

Ingestion & Integration

Azure Data Factory, AWS Glue, Kafka, Kinesis, UiPath

Storage & Processing

Snowflake, Databricks, Microsoft Fabric, ADLS, S3, Delta, Iceberg

Governance & Master Data

Semarchy, S&P MDM

Automation & AI Enablement

Azure Document Intelligence, OpenAI, LangChain, Airflow, Power Automate

Visualization & Analytics

Power BI, Tableau, Streamlit

Proven Delivery Across Capital Markets Platforms

Our teams have delivered and supported vendor ecosystems for firms managing billions in AUM.
Request more info

OMS customizations across multi-asset portfolios

Geneva accounting integrations for complex credit strategies

CRE and structured-credit data platforms spanning Intex, Trepp, and proprietary systems 

Firm-wide reporting and analytics layers built on vendor + custom stacks

Why Investment Firms Choose Vichara

25+ years supporting capital markets technology

Deep expertise across fixed income, credit, CRE, and alternatives

Proven integration of vendor platforms with custom analytics

Flexible engagement: project-based, managed services, or dedicated teams

Teams that understand both systems and investment workflows

Contact Us

For over 25 years, Vichara has supported global investment firms, asset managers, and financial institutions with advanced technology and analytics platforms that solve real-world capital markets problems.

Who You’ll Speak With

We’ll connect you with a Vichara product expert or domain consultant, not a sales rep. So you get answers, not pitches. Complete the form and we’ll connect you with one of our experts.

Follow Us