Clients rely on Grandview to advise and execute on complex transformational initiatives that require business and technology expertise. Based on a history of success and reputation for excellence, many of our clients come to us by way of referrals and repeat business. As a trusted financial technology advisor, we seek longstanding relationships by always doing what is best for our clients.
Our financial and investment technology consultants execute each client engagement in a methodical and repeatable way to deliver value at every step. Each of the case studies below illustrate those points.
Grandview helped a leading investment manager modernize its OCIO operations by replacing fragmented, manual processes with a centralized, scalable platform that reduced operational risk.
Grandview Analytics consolidated fragmented multi-manager data into a single investment data model, enabling consistent analytics, risk reporting, and portfolio transparency.
Grandview Analytics helps plan for migration of 8,000 accounts to modernize retail account management and address after-tax reporting complexities.
Migration of 4,000 accounts to modern performance management system helps client accelerate reporting cycle and eliminate manual workarounds.
Grandview helped shape the vision for a target operating model, provided recommendations for potential platform upgrades, and designed a roadmap.
This insurer’s multi-manager investment strategy leverages a leading OMS, Clearwater Analytics, and Rivvit to integrate data needed for daily compliance, risk, and accounting output data.
Grandview helped integrate investment and accounting books with market data providers, allowing for a single source of truth for security analytics and accounting.
Grandview helps client successfully build a security and reference master, bringing together data across multiple vendors to enable a “golden copy” of data.
Grandview helps client leverage existing technology to implement a more scalable, robust, and cost-effective real-time production support solution.
A leading financial technology provider enhances software products with CLO analytics capability.
Grandview helps client enhance daily reporting, improve data quality, and increase transparency, leveraging SaaS data management and reporting solution.
Grandview Analytics helps client configure B-One and migrate and validate historical data to verify the accuracy of key calculations.
Grandview Analytics helps a large investment manager with security analytics vendor evaluation, implementation, and cost optimization.
Grandview Analytics helps build operations organization; implements leading OMS and Eagle PACE, including data migration and quality assurance.
Grandview helps client resolve underlying portfolio risk and performance issues following migration from Barclay’s POINT to Bloomberg PORT.
Client engages Grandview to advise and execute on a technology roadmap transformation supporting investor and deal pipeline management, asset servicing, and fund administration.
Grandview helps insurer automate reporting from 20 unique data sources using outsourced data management platform.