Introduction

Using its years of experience in specialist project management, business analysis, systems integration and bespoke development, Blue Stream Consulting works with clients to develop, implement and integrate solutions that meet their objectives and move their businesses forward.

Blue Stream Consulting’s team, rich in experience in system implementation, works together with our partners to deliver projects that are beneficial to both partner and mutual client.

Our People

Our people are our capital and our most important asset. They are valued and in return instil the team spirit that is part-&-parcel of our business. Collectively they draw on decades of experience predominantly in the financial services industry – where our roots are – having worked in diverse roles, right up to and including senior management.

While each team member has their own speciality, that which adds to the collective, they are also imbued with multi-disciplinary talents which allows them to understand and appreciate the bigger picture. They are reliable, dependable, consummate professionals in their field. They are what makes us successful, they are our business success.

Besides their industry experience, our implementation team typically have received extensive, specialised and certified training from our vendor partners before we represent them at our mutual clients, in addition to receiving beyond-the-standard support by the vendor when implementing their system. This provides clients with peace-of-mind that they are receiving at least the same high standard of work from Blue Stream Consulting, as they would from the vendor themselves.

Project Management From Blue Stream Consulting

Clients

Some of our leading clients

Blue Stream Consulting Clients | ABSA, Sanlam, Metope, Momentum, Prudential, Taquanta, Prescient, On Pharma
Blue Stream Consulting Clients | ABSA, Sanlam, Metope, Momentum, Prudential, Taquanta, Prescient, On Pharma

Services

Business Analysis
Our business team is quality driven in all aspects of BA work including functional and non-functional requirements analysis, synthesis, system design, documentation of workflows, testing and test planning and system implementation.
Project Management
Using the latest version of software tools such as Microsoft Project, our team is experienced, knowledgeable and capable of leading and managing business and technical projects and programs at the highest level.
Integration Services
Using innovative integration tools, such as WSO2, we integrate applications such as Charles River IMS and Marble with external systems and custom feeds, using robust and efficient interfaces that encompass data validation, error handling and reporting built in as standard.
Implementation of partner-vendor enterprise, high-end systems
Multi-project experience our team delivers on time, on quality and on budget including a full range of business (project management, workflow analysis and design, workflow configuration, etc.) and technical services (system configuration, scheduling of batches, etc.)
Design and development of innovative bespoke software solutions
To meet clients’ business needs, our team is used to delivering quality custom applications that are built to meet the client’s current and future needs.
Custom Reports Development
Using industry-leading report writing tools such as Crystal Reports, our team develops consistently high quality reports as per our clients’ requirements from our partner-vendors’ systems.
Product Support
For all bespoke applications developed by Blue Stream Consulting, plus expert service and support for local clients of our partner-vendors’ systems.
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Blue Stream Consulting Partners

Partners

We take great pride in having established partnerships with leaders in their field and naturally recommend them to our clients to help fulfil their needs.

Charles River - South African Partner Blue Stream
Charles River Development

Charles River Development is a front- and middle-office software solutions provider to more than 300 investment firms in the institutional, wealth management/trust, alternative, mutual fund, insurance, pension fund and fund administration/custody markets in over 35 countries.

The Charles River Investment Management System (Charles River IMS) is an institutional-class multi-asset, multi-currency software suite that consists of five main modules: Charles River Manager for portfolio management and modelling; Charles River Compliance for real-time pre-trade, in-trade, post-execution and end-of-day compliance monitoring; Charles River Trader for order management, electronic trading and execution management; Charles River Post-Trade for the centralized management of trade matching, confirmation, and settlement workflow; and Charles River Performance for daily performance measurement, attribution, and performance risk.

Charles River IMS features a modern, proven, N-Tier service oriented architecture (SOA) that is highly scalable and supports continuous 24x7 operations. Message-based APIs and exposed Web Services facilitate rapid systems integration. The system is fully integrated with the Charles River Network, a broker-neutral, financial network that incorporates global real-time electronic trading via FIX (Financial Information eXchange). Charles River also offers comprehensive FIX network and implementation services, as well as hosting and application management solutions.

Founded in 1984, Charles River maintains headquarters in Boston and primary offices in Beijing, London, Melbourne, New York, Paris, Singapore and Tokyo and has a local presence in every other major financial centre of the world.


Marble Tech

The Marble system was developed by MarbleTech with a focus on providing the investment management industry with advice and solutions to improve their risk management process, administration efficiency and reporting quality.  The Marble system was conceived in 2009 by Tienie van den Berg (Marble’s creator and majority shareholder) as the destructive events of the 2008 Global Financial Crisis were playing out in financial markets across the world.  MarbleTech’s team members have many years’ worth of experience in designing, implementing and supporting traditional investment management systems in South Africa and abroad.

The Marble system is an integrated investment administration platform, using cutting edge technology to provide investment & wealth managers with a competitive advantage in client management. Marble offers an end-to-end platform to administer clients’ assets across currencies and asset classes (including complex derivatives), manage client relationships and streamline the portfolio reporting process.  Key areas of the system include: CRM; front, middle & back office components; reporting; and third party data integration.

MarbleTech launched the iProxy product developed in collaboration with Ince (an integrated communications agency) during 2016.  iProxy is an electronic proxy and elective corporate actions management platform, and is a first to the South African market.


Katchmi Technologies

Katchmi specializes in rapid software development. We employ extreme programming with various agile methodologies, which enables us to develop the most cost effective solutions for our customers. During the development process, we prefer to take ownership of the system, which allows us to focus on our understanding of the system and our client’s requirements and to create robust unit test rigs which enable near flawless iterations.

As a Microsoft Certified Solutions Provider, we use the latest tools and many years of collective experience to the best possible solution that current technology allows, using almost any relational database management system.


Intuitive Digital

Intuitive Digital is our sister company, partnering with us to build industry-relative software that makes sense.

Contact Us

Reach out to us by either completing the form below, or contact our team on:

+27 21 790 0790

hello@blue-stream.co.za