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Financial Technology Office™ for Prime Brokers

Specialized technology for stand-alone and bundled services

Whether it’s tracking custody of assets, settlements and securities clearing information or oversight of individual and group accounts, Deloitte’s Financial Technology Office™ strengthens your operations with specialized technology products.

Surveillance Suite™

Surveillance Suite™, a powerful and dynamic technology for monitoring prime broker businesses and centralized management oversight and reporting, provides:

  • Full historical data snapshots, as of any date with full data repository
  • Flexible, user-controlled architecture
  • User-defined fields and calculations
  • Calculations with specific overrides
  • Different user perspectives and defined ad hoc queries
  • Multi-period trend line data reporting and charting
  • Native dashboard tool
  • Formal reporting capabilities
  • Data validation module
  • Customizable workflow wizard
  • Calendar and activity tracking with email reminders
  • Data import capabilities from Microsoft Excel, text file or other databases
  • Data export capabilities to spreadsheets, word processors or other applications
  • User activity logging and audit capabilities
  • User security and access control available at multiple levels
  • A Web-native user interface
  • Centralized, relational database design

Solvas|Portfolio™

Solvas|Portfolio™, a comprehensive system for the administration of a hedge fund portfolio’s collateral, provides:

  • Asset master with the ability to track portfolio specific characteristics for a broad array of collateral, including syndicated bank loans, bonds, factor-based securities, equities and credit default swaps
  • Unlimited number of user-defined fields
  • Flexibility and usability to create portfolio summarization, stratification and other monitoring tests and calculations without programming knowledge
  • Hypothetical trade and impact analysis
  • Extensive library of standard reports supplemented by ability to easily customize reports and produce ad hoc queries
  • Easy integration with legacy systems


Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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