Consulting Solutions
Specializing in Wealth Management Solutions.

Parthenon Technologies' goal is to utilize our expertise in both the financial industry and technology to provide our client's with customized solutions for their environments. With projects ranging in all aspects of the project lifecycle, we can provide a variety of services.


From project inception:

  • Business Analysis and Strategic Advice
  • Creation of Business Requirements and Functional Specifications
  • Data Analysis and Database Design
  • User Interface Workflow and Layout
  • Product Development

To project completion and implementation:

  • Creation of Automated Interfaces and Feeds
  • Data Mapping and Conversion
  • Test Case Definition and Execution
  • End-User Training Sessions and Support Materials
  • Rollout Procedure Creation


Our expertise crosses both the Front- and Back-Office.

Performance Measurement

Transaction Processing

Trading Systems

Account Billing & Distribution

Corporate Actions

Portfolio Accounting

Batch Processing

Product Research & Marketing

Mutual Fund Revenue Sharing

Account Opening & Workflow

Multi-Currency Accounting

Portfolio Analytics & Statistics









so we can discuss opportunities where Parthenon Technologies can provide quick, economical solutions for your firm's needs.