Truss Edge has been working with asset managers since 1998. We began by creating the software needed for portfolio and risk management at a global multi-strategy fund and established a skilled operations team. Our talented group of securities experts and engineers have since partnered with many investment managers, from hedge funds and CTAs to cryptos and ETFs.
Investment groups look to us deliver a modern systems platform, to handle efficient daily activities and to manage change. By bringing this infrastructure that combines technology and people, we deliver real scalability for our clients.
Truss Edge has been serving the needs of fund managers for almost two decades. Our portfolio management system has evolved as a result of the practical, day-to-day needs of our clients. Our system handles order execution, compliance, investment strategies, risk, and client reporting. Truss Edge is built on the backbone of surety that comes from knowing that your data is accurate. All our features and services have been developed hand-in hand with fund managers’ needs.
Truss Edge is staffed by a team of experienced personnel covering the US and Europe, many of whom have over 20 years’ track record supporting portfolio management systems. Our exceptional operations and accounting teams have proven industry experience that we can bring to your organization for Business Process Outsourcing, alongside our tailored and scalable Software as a Service.
Our systems and processes have been audited to meet the SOC 1 and SOC 2 standards. The examinations are conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants and International Standard on Assurance Engagements 3402, Assurance reports on Controls at a Service Organization, issued by the International Auditing and Assurance Standards Board.
The Truss Edge advantage is our manager focused architecture, developed by fund managers for fund managers. We deliver the customized data and portfolio solutions that can help your business scale efficiently.
Chief Executive Officer
Jay founded our business in 1998 employing his background in managing software development and project teams. He guides Truss Edge with a strong emphasis on selecting talented people and allowing them to flourish. Jay lives in Illinois, USA and is quite a weekend handyman when his family needs one.
Chief Operating Officer
Tricia has been with Truss Edge since it’s beginnings. She is exceptional at developing business process management and defining opportunities for automation. Tricia has been instrumental in the evolution of our Safari platform and our leading operations services. Tricia lives in Illinois, USA and enjoys travel and visiting her family.
Chief Strategy Officer
Dave joined Truss Edge on 2018 to create and implement growth strategies for the business. He has built independent Fintec businesses for 20 years following his early career in global banking, investments and technology. Dave lives in Bermuda. He is an avid golfer, though is not able to lower his handicap.
John oversees the development and architecture of our Safari application. He is an expert in many software platforms and technologies. He has been critical to ensuring that our software is efficient and continuously modernised over the last 16 years. John lives in Ontario, Canada, so it is very useful that he enjoys snowboarding during the Canadian Winter with his family.
Mary has been with the company since it’s early beginnings. She is an expert in the breadth of investment instruments and structures used in the industry and in ensuring clients are delighted with our services. Mary lives in Illinois, USA. She has been a hockey and softball mom so is used to early mornings.
Dave has been with the business, managing the technology environment for 18 years. He oversees the backbone of delivering Safari so that our clients and internal teams have confidence that it is secure and available to meet their daily needs. Dave resides in Ontario, Canada where he also has a small farm.