Capital-markets technology advisory
Platform integration for hedge funds and asset managers.
A boutique capital-markets technology practice for hedge funds and alternative asset managers. We connect portfolio, risk, treasury, and data platforms — Geneva, VPM, Cassini, Azure Synapse — and build the microservices, pipelines, and reporting that tie them together. Hands-on senior engineering, accountable end to end.
Positioning
- Since 2000
- In capital-markets technology
- 3
- Flagship platform integrations
- Multi-strat · Quant · Macro
- Fund platforms served
- New York
- Principal-led delivery
What we do
We integrate the systems a fund runs on.
Radix Hedge Advisory advises hedge funds and alternative asset managers on platform and application integration. We focus on the systems that carry positions, prices, risk, and margin: portfolio accounting, data warehouses, and analytics gateways. The work is hands-on — design, API integration, testing, and rollout — coordinated across treasury, trading, risk, and engineering.
- Integration-first — we connect the platforms you already run rather than pushing a rebuild.
- Principal-led — senior engineers accountable from requirements to production.
- Capital-markets native — work spanning multi-strategy hedge funds, quantitative research firms, and macro funds since 2000.
01 — Flagship capability
Data warehouse
VPM Data Warehouse integration
Delivering VPM as a service, with the data warehouse and reporting around it.
We deliver VPM as a managed, multi-fund platform and build the data layer beneath it — warehouse design, fund-transition reporting, and multi-source end-of-day pricing. When the warehouse needs to move, we coordinate the migration to Azure Synapse Analytics and keep downstream reporting running throughout.
Proof
- Delivered a PaaS version of VPM across funds, with automated fund-transition reporting, for a British alternative investment manager spanning private equity, private credit, and real estate.
- Led C# development of a data warehouse and technically led a team of offshore C# developers.
- Led stakeholder coordination through a migration to Azure Synapse Analytics.
- Built VPM add-ons and unified end-of-day pricing from multiple sources — Bloomberg, FT/IDC, and the Loan Pricing Corporation — for an alternative asset manager.
- Delivered a data-warehouse MVP in three months, resolving long-standing CTO-level integration issues and enabling system interoperability.
A shared VPM platform across funds, a warehouse migration coordinated end to end, and fund-transition reporting that runs on its own.
02 — Flagship capability
Portfolio accounting
Geneva integration
Enriching Geneva portfolio data for risk, transparency, and downstream reporting.
We integrate Geneva with the systems around it: enriching Geneva portfolio data with third-party risk metrics, feeding investor transparency and daily risk reporting, and — going forward — reconciliation, cloud migration, and downstream pipelines built on a clean Geneva extract.
Proof
- Built an investor transparency report and the daily risk-monitoring process by enriching Geneva portfolio data with RiskMetrics VaR, sensitivity, and exposure, for a multi-strategy hedge fund.
- Integrated Geneva (portfolio management) with RiskMetrics (risk management) so risk ran off current portfolio data every day.
- Automated overnight-process email escalation and severity alerting around the risk and portfolio pipeline.
- Built a C#/VB.NET application framework — multithreaded UI, centralized error logging — on SQL Server for the middle- and back-office users of that data.
- Available going forward: Geneva-to-source reconciliation, migration of Geneva reporting to the cloud, and downstream P&L, exposure, and investor reporting off a governed extract.
Risk and investor reporting that ties back to Geneva positions every day — with alerting when the overnight process breaks.
03 — Flagship capability
Margin
Cassini margin calculator integration
A C# microservice to the Cassini margin analytics gateway, from requirements to rollout.
We designed and delivered a C# microservice integrating the Cassini margin analytics gateway — taking it from requirements through API integration, testing, and production rollout across treasury, trading, risk, and engineering, on an internal Kubernetes platform.
Proof
- Led design and delivery of a C# microservice integrating the Cassini margin analytics gateway for a quantitative research and technology firm.
- Coordinated treasury, trading, risk, and engineering stakeholders across requirements, API integration, testing, and rollout.
- Built the solution in C# and SQL on an internal Kubernetes-based cloud platform.
- Ran treasury-group broker file acquisitions and margin optimization for a multi-strategy hedge fund platform.
- Developed internal margin reporting systems in C# and SQL, built as high-reuse microservices.
A supported, production margin-analytics integration delivered end to end for treasury, trading, and risk.
How we build
AI-assisted & agentic delivery
The .ai is not decoration. Radix builds with AI-assisted engineering — Claude and other tools accelerating design, coding, testing, and documentation — and delivers agentic LLM workflows that automate business processes while keeping humans in the loop, all under production controls.
- AI-assisted engineering with Claude and other tools — accelerating design, coding, testing, and documentation while maintaining production controls.
- Agentic AI workflows powered by LLMs that automate business processes with humans in the loop.
- Hands-on AI SaaS platform work in Go, Python, MySQL, Redis, and Kafka on AWS, with deployment via GitHub Actions and AWS CDK.
Approach
How we work.
Every engagement runs the same way: understand the systems, connect them cleanly, and leave them supportable. A few principles hold across all of them.
Integration-first
We connect the platforms you already run — portfolio, risk, treasury, data — rather than pushing a rebuild.
Reuse and DRY
Solutions are built as high-reuse microservices, so the second and third use case cost less than the first.
Stakeholder coordination
Requirements, testing, and rollout run across treasury, trading, risk, and engineering together — not in sequence.
Production controls
AI accelerates the work; CI/CD, source control, and release discipline keep it safe — Jenkins, TeamCity, GitHub Actions, AWS CDK.
Selected engagements
A sample of the work.
Client identities are withheld. Tags describe the type of firm.
- Quant research firmC# microservice integrating the Cassini margin analytics gateway, delivered end to end on an internal Kubernetes platform.
- Alternative investment managerVPM delivered as a multi-fund PaaS, with automated fund-transition reporting across private equity, private credit, and real estate.
- Multi-fund platformStakeholder coordination and C# data-warehouse development through a migration to Azure Synapse Analytics, with an offshore team.
- Multi-strategy platformTreasury-group broker file acquisitions and margin optimization; internal margin reporting in C# and SQL as high-reuse microservices.
- Multi-strategy hedge fundInvestor transparency report and daily risk monitoring, built by enriching Geneva portfolio data with RiskMetrics VaR, sensitivity, and exposure.
- Multi-strategy platformAutomated option-expiry OMS and a LOA / position-transfer tool for the middle and back office.
- CTO-level integrationData-warehouse MVP delivered in three months, enabling interoperability across previously siloed platforms.
About
Credentials
- C#/.NET · 15+ years in capital markets
- Platforms: Geneva · VPM · Cassini · RiskMetrics · Azure Synapse
- BS, Computer Science — Utica College of Syracuse University
- Certified Linux Administrator — Pace University
- Certified .NET Developer & Project Manager — NetCom
- Based in New York
Hal Perriott
Hal Perriott is a Principal C#/.NET software engineer with more than 15 years in capital-markets technology, based in New York. He began in 2000 as a senior .NET developer on portfolio management and pricing systems at an alternative asset manager, then spent the 2000s building risk, compliance, and operations platforms — including an investor transparency report and a daily risk process built on Geneva and RiskMetrics.
Through the 2010s he led engineering teams and modernization efforts — scoring-engine WebAPIs, CI/CD pipelines, data warehouses — at an insurer, a fintech, and two multi-strategy hedge fund platforms. Since 2024 he has run Radix Hedge Advisory, advising a quantitative research firm and a British alternative investment manager on platform integration, most recently a Cassini margin analytics integration. He was an early adopter of AI-assisted engineering and now builds agentic LLM workflows with production controls.
Get in touch
Let's talk about your integration.
If you have a platform that needs to talk to another one — VPM, Geneva, Cassini, a data warehouse, a margin gateway — start with an email. You'll get a reply from the engineers who do the work, not a sales team.
You can also reach us at info@radixhedge.ai.