Note: This is an entry, culled from real internal documentation, regarding an app that my company makes use of. Names have been changed to protect the privacy of individuals and all companies involved. This entry provides high-level application context and ownership details for IT Support and Operations teams.
App Information
Name: Omega Indexing - Tax Management Tool
Abbreviation: Omega
Short Description: Software used by the Portfolio Management department for account asset management. It is developed by Omega-Graebner Financial Group.
Description: Omega Indexing is a web based tool used by Portfolio Management for an asset management style called Direct Indexing. It is a two phase process where an index is selected and curated, and then the account is calibrated to buy and sell according to instructions from Omega and Financial Advisor discretion.
Type: 3rd Party
Class: Web-Based Application
Manufacturer: Omega-Graebner Financial Group
Owner Information
Owner: Brandon Roosevelt
Business Owner: Portfolio Management (PM) Department - Bilal Desai
SLA Tier: 2
Notes (Contacts)
Tech Support can contact the below people directly. They are the contacts for all of PM.
Arthur Miller
917.555.0245
Arthur.miller@OGraebner.com
Liane Ross
917.555.7249
Liane.Ross@OGraebner.com
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