Category Archives: Centersky



February 18, 2020

Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO, and his team of Salesforce Administrators and Developers that have each individually been involved directly in the Capital Markets business for 10+ years.

Information Technology, specifically utilizing a CRM platform, is no longer “optional.” It’s deeply embedded in every business process and is a key component that a company relies on to track activity (or non activity) and sales (or lack of sales) on a day-to-day basis.

The problem is that the traditional IT Department is more focused on break/fix or other priorities and not built to serve in a way that moves the needle for the Capital Markets business.

Gary believes that the successful firms of the future will seek to partner with CRM “technology platform specialists” that have deep experience, constantly collaborating, and innovating within the Capital Markets Business Value Chain.  This type of synergy is absent from the traditional IT Department and in the tech-world is commonly referred to as “DevOps.”

Enter Centersky…

By entrusting a business’s CRM platform to Centersky, the client can bypass the need to hire, train, re-hire, and re-train full-time employees who may have less Capital Markets experience resulting in a lower level of service. The team at Centersky saves overhead and provides an innovative boost to businesses resulting in more sales and increased market share.

Capital Markets Technology Solutions

Centersky’s team provides clients with knowledgeable Capital Markets focused staff specializing in alert centric solutions, cutting costs, and removing manual processes throughout the entire organization.  Do you have the tech to compete?

It has become vital to operationalize data, the wholesaler’s most valuable asset, into actionable insights. These insights can meaningfully impact multiple functions, processes, teams, and the entire ecosystem of the Capital Markets Business Value Chain.

The Centersky DevOps team quickly levels the playing field for sponsors, distributors, and capital markets firms. Centersky can help maximize ROI with a fully integrated, managed and day-to-day supported Salesforce solution.

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An Influential Fintech Line-Up to Advance New “AltsTech Forum”

An Influential Fintech Line-Up to Advance New “AltsTech Forum”

December 4, 2019 | Blue Vault staff writer

Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has to offer the alternatives investing space, Blue Vault is extremely pleased to add an AltsTech Forum to next year’s sixth annual Blue Vault Bowman Alts Summit.

With an all-star line-up of technology providers already committed to attend* and more on the way, agendas are currently being developed that will break down and prioritize the discussion to the real heart of the issue, which is to create building blocks to advance solutions for wealth advisors needing help with more efficient ways to process alts investments.

Blue Vault is very pleased to have Angie Fisher of CIM Group lead a team of technology specialists to create the value-packed AltsTech Forum agenda.  Securities attorney Kirk Montgomery, KAM, and technology experts Amber Wallner of Black Creek Group and Jeff LaFayette of Bluerock are collaborating with Fisher to tap into the fundamental issues needing to be addressed.

What can you expect? The industry’s most advanced technology professionals have committed to attend and participate by giving presentations and demonstrations about how their tech platforms are delivering real results, making efficiency a top priority.  There will be panel discussions to address the various issues, as well as challenges, currently needing solutions.  The providers will also be exhibiting to further showcase their solutions and answer questions for attendees.    
The AltsTech Forum will be running simultaneously but separately with the traditional product presentation sessions.  Creating dialogue with industry peers and advancing the discussion to find solutions is the purpose of the Forum. 
“We think this dual track creates a much richer environment for the attendees,” said Stacy Chitty, Blue Vault managing partner. “While product presentations are being delivered in one room, tech solutions will be advanced in the other.  We’re excited about the participation commitments we’ve received so far.  While technology has lagged in the alts space in the past, technology cannot be ignored or lag anymore.”
Stay-tuned as we continue to roll out the details of the AltsTech Forum. Follow the latest event happenings via the hashtag #AltsSummit2020.

*As of December 4, the following professional services providers have committed to attend and exhibit at the Summit: AIX, Artivest, Boing Dynamics, BNY Mellon/Pershing, Centersky, Docupace, Envision Financial Systems, iCapital, Riskalyze, SS&C /ALPS, and WealthForge.

In case you missed it, Blue Vault recently hosted a webinar titled, “How is Technology advancing Alternative Investments?” Moderated by Angie Fisher of CIM Group, panelists included Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalyze, and Kevin Zwick of WealthForge. To visit that one-hour webinar, click here.