EDM Council logo

Web Access

forgotten your password?


Olmstead Associates

For over 20 years, executives at leading Financial Markets firms have turned to Olmstead Associates for assistance in developing and implementing business and IT strategies. We help clients bridge the gap between business and technology through strategic consulting, program and project management and deployment of industry domain expertise. 

Olmstead has worked extensively with the leading Investment Management, Broker/Dealer, Securities Processing and Custody firms across the portfolio management and trade lifecycles and, increasingly, with their growing client servicing and product distribution challenges. Our subject matter expert network enables us to add value to our clients by bringing the most appropriate skills to bear. 

We strive to be the organization where proven industry leaders, managers, and analysts join us from the industry, allowing Olmstead to be a trusted partner for the industry. 

In addition to consulting services, Olmstead has been a leader in professional development. We provide industry training to many of the leading buy-side and asset servicing firms through our extensive curriculum, helping improve attendees' domain knowledge and the ability to speak the language of the securities industry.

As a niche consulting firm that exclusively services the global securities industry, Olmstead Associates has developed a flexible business model to deliver operational, technology and data management solutions to our clients. We strive to work with clients in the most effective way for them. We capitalize on the deep industry, process and technology experience of our consultants and focus on the unique needs of the client to deliver an approach that provides the optimal results.  

Advisory Services
Through our advisory services, Olmstead Associates works with our clients across the front, middle and back office to provide a full range of planning solutions. This includes Strategic Planning, Solution Evaluation, and Program Management services.

Execution Services
As part of our flexible business model, Olmstead Associates offers delivery solutions to best meet client resource needs. This ranges from project management and ownership to specific skills to augment the client initiative, deploying needed business and subject matter expertise across our delivery spectrum. 

Professional Development
Coupled with the services above or as a standalone offering, Olmstead Associates offers professional development programs ranging from securities industry overviews to deeper dives into key business processes and asset classes. We offer a full range of developed courses along with the ability to create a custom program to fit a client's specific needs.

For more information on Olmstead Associates, please visit www.olmst.com

Return to Member listing