Who We Are
The trusted professionals at Montgomery Investment Technology, Inc. are industry leaders specializing in the valuation of options and derivative securities. We deliver software applications, valuation consulting services and training seminars.
MITI provides financial tools leading to fair and independent financial reporting and analysis. By utilizing state-of-the-art technology and advanced valuation techniques, we bring practical software solutions to investment and financial professionals.
What We Offer
- FinTools® XL, the world-renowned library of financial functions. This Excel add-in delivers the flexibility of analyzing options, exotics, bonds, futures, portfolio risk and volatilities directly within your spreadsheet.
- Option Tracker™, the integrated solution for Employee Stock Option administration, FAS 123R valuation and SEC financial reporting.
- Valuation Consulting Services, covering FAS 123R, FAS 133 and FAS 157 fair value accounting standards.
- Training Seminars, with customized topics including options valuation methods, hedging techniques and risk measurement analysis.
- FinTools® Developer Toolkit, delivering class libraries for use with Visual Basic, Visual C++, SQL Server, .NET, C# and Web Service for custom application development.
Our Background
MITI, founded in 1988, pioneered the first spreadsheet add-in for options analysis. FinTools® software was registered in 1994, and has evolved into a comprehensive library of financial functions and specialized applications designed for end users, consultants and developers. MITI's valuation advisory practice has expanded over the past ten years providing invaluable assistance to clients valuing complex derivative and financial contracts.
Our Staff
The staff and consultants of MITI integrate extensive academic training with the practical application of financial theory to skillfully deliver comprehensive solutions for our diverse clients. Credentials include Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Master of Business Administration (MBA), Master of Science (MS), Doctor of Philosophy (PhD), Master of Computer Science, Certified Public Accountant (CPA) and Information Technology certification.
Why Do Business With Us?
- Practical knowledge of options through years of trading experience
- Extensive academic training in the mathematics of derivative securities
- High quality design and meticulous development of software applications
- Steadfast monitoring of ongoing regulatory changes and best practices
- Value-priced software applications and consulting services
- Broad experience working with large and small auditing firms
Outcomes You Can Expect
- Easy-to-use and intuitive software solutions
- Superior technical support and depth of knowledge
- Comprehensive valuation advisory reports delivered on-time
- Prompt and courteous customer service
- A trusted and stable resource you can rely on year after year
Resources
Free working papers and online calculators
Our Clients
Our products and services are used by CFOs, accountants, valuation specialists, HR directors, compensation committees, financial risk professionals, bank officers, market-makers, hedge fund traders, portfolio managers, academics and third party software developers. Our clients range from Dow 30 companies to regional accounting firms.
| A sampling of our customers: | ||||
| Alcoa | Hewitt Associates | |||
| Anika Therapeutics | Highbridge Capital | |||
| Amper Politziner | Kenneth Cole | |||
| Apache | McLean Group | |||
| Apptix, Inc | Merck & Co. | |||
| Buck Consultants | Pearl Meyers & Partners | |||
| Bridgehampton Bank | Philip Morris | |||
| Campbell Soup | PricewaterhouseCoopers | |||
| CBIZ | Teco Energy | |||
| Coca-Cola | Trenwith Group | |||
| DeRosa Research | Tucows | |||
| Grant Thornton | Value Line Publishing | |||
