HBMJ ensures that our clients get the most of their portfolio accounting platform and investment.  There are many aspects that HBMJ covers from client to client, each with their own individual complexities and obstacles.  Our experience across the firm allows for complete front-to-back execution of any system implementation. Our services include project management, fund accounting, system data flows and integration, writing detailed load specifications, report customization, upgrade management, and effectively utilizing new functionality combined with user training, and documentation.

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Through our breadth of experience, we have developed a streamlined methodology to ensure a robust, customized solution and implementation, designed to meet your objectives in a rapid time-frame and with precision.  We tailor month end packages for clients by identifying major accounting knowledge gaps and familiarizing the firm with a more innovative accounting system to strengthen and guide the firm towards success.

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HBMJ has helped clients successfully overcome a number of other challenges, including: In-house security master maintenance, pricing, and corporate action validation, long monthly close times, system limitations causing manual workarounds, and key person reliance.