Consultants in Investment Management Operations and Technology

System Review and Implementation
We have a deep understanding of end to end systems platforms that enable investment management operations, including portfolio management, trade order management, compliance and portfolio risk management, trade execution, investment accounting, data warehousing and internal and external client reporting.  We can;

• review your existing systems and processes,
• document your business and user requirements,
• develop a new target operating model,
• review candidate systems and work-a-rounds,
• conduct price, service and contract negotiations,
• project manage system testing and implementation.

Call us on  +61 (0)449 610 012