Our People

Ian SorekIan Sorek
CEO & Founder
Mr. Sorek has extensive experience in managing marketing and sales for technology start-ups. Previously Mr. Sorek has acted as Regional Director for Comverse Networks Systems (NASDAQ: CMVT), CEO of Emblaze APAC (UK:EMBL) and Sales Director APAC for ECTEL (NASDAQ: ECTX).


Mark StephensMark Stephens
VP Product Development & Founder
Mark is the founder and chief technology officer. Mr. Stephens has over 20 years of financial industry experience and has provided the vision for the SENTRYi solutions suite.


Joel BarelJoel Barel
VP Sales, Solutions
Joel is one of the founders of Tersus Software Ltd., a visual development platform (www.tersus.org) that enables codeless development of enterprise systems. Prior to founding Tersus, Joel served as Managing Director North America and before that Managing Director Asia Pacific for SunGard Business Integration. Joel Barel earned his Bachelor of Science degree in physics at Tel-Aviv University.


Raymond CheeRaymond Chee
VP Sales, Products
Ray began his career in the banking industry where he spent 8 years in business development for Maybank, Citibank and BNPParibas. For the past three years, he was responsible for the sales of the Meridea product suite in the Asia Pacific Region. Raymond Chee earned his bachelor of business/banking at NTU Singapore.


Randall MaxwellRandall Maxwell
VP Marketing
Randall began his media career in Canada and moved to the Asia Pacific Region in 1994 with the TIME Warner organization as VP Time Inc. - Asiaweek magazine. Mr. Maxwell later joined MTV Asia (Viacom) as VP/General Manager of new media ventures. Randall Maxwell earned his bachelor of economics at the University of Western Ontario, Canada.


Nixon LeeNixon Lee
Director of North Asia
Nixon started his sales and marketing profession for IT industries since his MBA graduation the Chinese University of HK in 1985. In the past six years, he has extensive experience in product and business development in providing IT solutions to the wealth management industries. Nixon is also one of the founders of Wealth Bridge Asia Limited (www.wealthbridgeasia.com), a business process outsourcing provider for the fund administration.


Wong Chee BoonWong Chee Boon CPA – CFO
Chief Financial Officer
Chee Boon has more than 13 years of finance and accounting experience. He has worked in real estate, shipping and in the IT industry. Chee Boon has more than 8 years of work experience with US MNCs in the IT industry and he was the Financial Controller with EMC, Novell and Comstor. He is a Fellow with The Association of Chartered Certified Accountants.


Mark Madhavan BatumaliaMark Madhavan Batumalia
Sales Manager
Mark started his sales career at a Singapore branch of DS-MAX delivering advertising and promotional campaigns for SMEs. He later moved to the banking sector where he spent 3 years selling Consumer and Corporate banking products for HSBC and Standard Chartered respectively. Mark earned his Bsc (Honours) in Business & Management specializing in Marketing at the University of Bradford, UK.


Yaniv CohenYaniv Cohen
Director of IT and Support
Yaniv has 10 years of experience in the Information Technology industry. He is a Check Point Certified Security Administrator (CCSA) and have served in the Israeli Airforce. He is also well versed in basic programming and SQL database.


Kaden LaoKaden Lao
Director of Research & Development
Kaden has been in the IT and software industry for the more than seven years. Starting his career in software solution space for the regional telecom industry, Kaden subsequently served as the chief designer and architect for one of the leading local enterprise mobilization solution provider. Kaden earned his MSc in Computer Science at National University of Singapore.

Wednesday, May 21, 2008

Hard work knows no boundaries

We can’t believe that the year 2007 is actually drawing to a close. After months of meetings, proposals and heaps of transactions, we’ve hardly noticed the approaching festive season (Christmas) that marks the end of the calendar year!

The past three months have proved to be extremely busy, yet fulfilling. Not one to rest on our laurels, we have spared no expense in the improvement of our existing solutions, and the expansion of our product range to meet the various needs of the diverse financial industry market. In improving our existing solutions, we have invested a great deal of time with our existing clients to gather feedback and suggestions.

We would like to take this opportunity to thank all of you for your continued support and endeavour to continually present you with cutting edge and user friendly solutions. In the meantime, do allow us to share with you some exciting events that have taken place thus far!

Global Strategies

As one of our pioneering users of the Portfolio Designer, Global Strategies has expressed their immense satisfaction with our products. Recently, we were called upon to offer opinions and advise pertaining to the additional services of which Global Strategies was offering to their customers.

In no time, we were able to develop a merged customer holding data system which enabled Global Strategies’ base of customers to not only view their individual holding valuations, but also their combined valuations across all investment products! Global Strategies was delighted with the short time taken by us to develop the application, and with the fact that once again, our solution has contributed greatly to added convenience, translating into greater customer satisfaction.

IPPFA

We have also invested a great deal of time and effort into the development of a personalised version of the Portfolio Designer for IPPFA. The customised version of the award winning software now allows IPP advisors to build a fully compliant portfolio with the use of real time data, while researching and showcasing all the IPP champion funds in minutes, enabling IPP advisors to carry out many common functions in less time, and with ease. The addition of a “slider” at the bottom of the fund showcase page allows for quick monthly comparisons of IPP Champion funds over a period of three years.

In addition, we have also completed the delivery of the five key middle office modules to the IPP offices. These modules introduce full CRM capabilities, company performance dashboards, automated portfolio management and the much anticipated straight through processing! The introduction of these modules enables IPP customers to enable real time asset holding valuations, which can be based on individual policies, multiple policies or an entire consolidated valuation of all holdings.

As we approach the year 2008, we will leave no stone unturned to continually revolutionize the portfolio management industry with the provision of our cutting edge, yet user friendly solutions!

Posted by at