Velocity Investment Solutions is a trusted partner for financial institutions seeking innovative, real-time software integration solutions. By combining deep industry knowledge with cutting-edge technology, VIS simplifies complex challenges, enabling clients to achieve operational efficiency and success.
We boast 70+ combined years in OMS, Data, IBOR, and execution platform design, sales, implementation and management.
Our proprietary testing platform and industry experience allows us to unlock insights and elevate work through automation.
We utilize our strong vendor network to bridge communication and capabilities.
Our modular, end-to-end framework enables scalable solutions that adapt to your evolving technology landscape.
We deliver comprehensive testing coverage across systems, data, and workflows to ensure quality at every stage.
Our proprietary data migration tools ensure accurate, secure, and efficient transitions across platforms and environments.
Growth and scale requires business to achieve more with less. Our solutions supply much more than a simple transition toolset, they have been created to provide a robust business support technology framework.
Our mission is to provide innovative and efficient software solutions, fostering enduring partnerships within the financial services industry.
Expert integration and implementation services for leading platforms like Charles River, BlackRock Aladdin, and Bloomberg AIM, tailored to your operational needs.
Build custom solutions including Salesforce integrations, ETF management tools, and portfolio construction engines to support your unique workflows.
Leverage modern data tools such as Azure Data Factory, DBT, Talend, Informatica, and advanced data science libraries to power analytics and transformation.
Comprehensive testing capabilities including automation, multi-system reconciliation, test case management, and shift-left strategies to improve quality and speed.
Mohammad is a financial technology executive with more than two decades of experience at the intersection of investment management, technology and business transformation. He spent more than 15 years at Charles River Development and State Street before Velocity, shaping solutions for sophisticated investment and wealth management firms. At Velocity he helps define strategy and shape the outcome-focused delivery behind Auto XLR8.
Dean was previously a Senior Solution Architect at Charles River and State Street, helping clients around the world achieve their business outcomes. He brings 25 years of software engineering experience to the firm, spanning internet, healthcare and financial services. As part of the team that has brought more than 100 clients live, he solves the architectural problems others would call unsolvable.
Jeff brings more than 20 years of deep experience from technology roles at firms including Bridgewater Associates and Bloomberg. He owns the firm's full technical stack and has built Auto XLR8 into a fully-fledged, AI-powered, end-to-end testing platform trusted by institutional clients. That experience underpins his conviction that the best technology removes complexity rather than managing it.
Kashif spent two decades leading front office implementations end-to-end, including nine years at Charles River itself, and driving major client engagements for several high-profile projects. He brings much of the operational rigor, audits, compliance and insurance that keeps a consulting business running, and builds strong relationships that keep clients close.
Deven has spent more than 15 years working with investment managers on technology and operating model change across the trade lifecycle, with detailed knowledge on front, middle and back-office processes. He leads Velocity's EMEA region and has worked on large middle office outsourcing projects, asset manager mergers, and multiple OMS implementations, building the trust that keeps clients close.
Paul leads Velocity's delivery and transformation work, drawing on 22 years in financial services and 16 in investment technology across Charles River IMS, BlackRock Aladdin, SimCorp Dimension and Avaloq. He worked the trading floor, the vendor side and consulting engagement before joining Velocity. Now he works to close the gap between a platform decision and a system that actually delivers value.
We Deliver excellence and efficiently by accelerating implementations and upgrades through proprietary tools and applied experience.
We specialize in Designed for Life applications and integrations with modern coding and low-code methods.
We cultivate a culture of continual improvement through rigorous and continuous testing of the whole ecosystem.
We provide Flexible Service Solutions and a client-centric approach to support the spectrum of engagement complexities based on needs and fit.
