Halcyon Financial Te

Our goal
To use technology to add value to your business.

 We aim to provide the best possible service
 We focus solely on clients within the capital markets space
 We understand your business, and know what technology works best
for you
 We are staffed with employees exclusively with extensive financial
services experience
 We g arantee endor agnostic ad ice ith no mark p on 3rd part
We guarantee vendor agnostic advice with no markup on 3rd party
goods or services
 Our national presence provides broad hours of coverage and reduces
impact of local disasters
impact of local disasters
 We back up what we promise with service level agreements based on
measured end‐user satisfaction levels

© Copyright 2010 – Halcyon Financial Technology, L.P. September 2010 Page 2

A new IT support model
 Highest quality support
 Sector‐specific expertise
Sector specific expertise
Focusing on alternative investment, broker‐dealer, advisory, family offices and
investment firms
 Experienced strategic guidance
Experienced strategic guidance
 Enterprise‐class infrastructure
 Cost control via aggregated purchasing and vendor
management t
 Variable cost structure based on your size


HalcyonFT Complete IT

HalcyonFT Independent contractor Traditional IT Service provider Internal IT

Increase quality of
advice

Increase service quality
Reduce Expense
and coverage
and coverage

Reduce attention drain Increase knowledge

Reduce risk Increase flexibility

Reduce conflict of
interest


The Complete IT product


Tailored IT service

 First‐class service with no compromises
p
 Support provided by IT professionals with extensive financial
services experience
 Around the clock monitoring with class‐leading tools
 Comprehensive executive reports


Support platform


Improve reliability & reduce risk

 Reduce your administrative overhead and provide you with
y p y
peace of mind
 We work with you to define your strategic technology plan,
and build a custom infrastructure that meets your exact needs
d b ild t i f t t th t t t d
1. Enterprise class platform for your desktops and servers
2. Increased reliability
3. Better remote access
4. Best‐in‐class security, disaster recovery and data protection
 Increase the number of people who understand your systems
Increase the number of people who understand your systems


Business application knowledge

 We know your business and your applications
e o you bus ess a d you app ca o s
 We work with you to improve your business processes to
utilize the most appropriate technology
 We are your vendor liaison, intercepting & solving any
problems
 We represent you, not the vendor
 We recommend what we have seen work
 We help you acquire the applications that you need


Trading technology

Portfolio and
Fund Accounting
(Advent,
Sunguard &&
Archway.net)

Order
Market Data &
Management
Research
System (OMS)
(Bloomberg,
(Charles River,
Thomson Reuters
Thomson Reuters
Fidessa & BNY
Fid & BNY
& Capital IQ)
ConvergEx

Core
Infrastructure
(Email,
Network, Data
Storage, Mobile,
S M bil
Voice & DR)

Execution
Electronic
Brokers & Primes
Trading Systems
(GS, UBS, JPM,
(GS, JP Morgan &
RBS, DB, BTIG &
Morgan Stanley)
g y)
Louis Capital)
L i C it l)

Execution
Management
Systems (EMS)
(Flextrade,
Portware &
RealTick)


Technology strategy guidance

 Ongoing partnership between our executives to define,
g gp p ,
deliver and review your IT goals
 Monthly executive meeting to review service level, IT spend
and strategic IT needs
d t t i IT d
 Guaranteed CTO‐level attention
 Monthly compliance and security reports
Monthly compliance and security reports


Compliance technology

Best Email and
SAS 70 SEC
Practice IM retention
Outside certification & supervision
service Business
providers continuity
review
Fund
Personal
performance
Trading
reporting

Technology
Employee Infrastructure Proxy
technology
Voting
usage

AML, OFAC Employee
and outside
Patriot Act activity
Privacy &
Privacy &
Record
information
Keeping Valutation
State security Federal
& Pricing


Cost control

 Aggregated purchasing reduces the cost of your IT purchases
gg g p g y p
 Gives you same advantages of scale as your larger competitors
 Management of your IT budget and optimization of your
market data, software licensing, telecommunications and
support contracts
 We take care of the details; you focus on your business
We take care of the details; you focus on your business


Duty to our clients

 We put our clients’ interest above our own

 We perform security agency‐level vetting and background
checks on all employees
p y

 All of our employees agree to strict confidentiality and
restrictive personal trading agreements
p g g

 We hold ourselves accountable to the highest standard of
ethics and policies
ethics and policies


High quality and satisfied team

 Well compensated with a 50/50 split of free operating cash
flow as bonus

 A career path for their future
p

 Flat support organization staffed by industry veterans

 Membership in a quality team

 Exposure to the latest technology
Exposure to the latest technology


Our employee rules

1. For the client, the answer is Yes
,
2. Over‐communicate
3. Know the client
4. Find and fix the cause, not just the symptom
5. Always maintain professional decorum ‐ respect is given and
expected between client and our staff
expected between client and our staff


Typical client infrastructure


How to contact us

Telephone (415) 683‐0740
Email info@halcyonft.com

101 California Street, Suite 3100
San Francisco, CA 94111

420 Lexington Avenue, Suite 2650
New York, NY 10170


Halcyon Financial Te

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