This client needed to modernize their performance measurement system. Their homegrown platform had become inefficient and unsustainable, requiring extensive manual workarounds that delayed reporting and strained business teams. Due to a variety of challenges, the firm decided to migrate its 4,000 fixed income and equity institutional accounts from the legacy environment to Eagle Performance (BNY Mellon):
Aging, homegrown infrastructure: The legacy system was no longer capable of scaling with the firm’s growth
Manual workarounds: Business teams spent excessive time reconciling data and building reports in spreadsheets
Slow business cycle: Month-end performance reconciliation and reporting took longer than desired
Complex migration scope: Moving 4,000 accounts in phases required careful planning, governance, and execution
The firm partnered with Grandview Analytics to manage requirements, coordinate across business and technology teams, and oversee testing and implementation for the migration. Grandview brought financial services expertise and business analysis rigor to help the client execute the transition. Key contributions included:
Business–technology liaison: Translated requirements into actionable specifications for technology teams
Testing & validation: Designed a detailed testing plan, piloted accounts, reconciled daily data, and investigated discrepancies
Change management support: Created reference materials, workflow documentation, and training sessions to help business users adopt the new system
Reduced reporting cycle by two days at month-end, improving time-to-insight for stakeholders
Eliminated manual workarounds, freeing teams from Excel-heavy processes
Established scalable foundation for performance reporting and future system enhancements
Successful migration of $300B in assets across 4,000 accounts from legacy systems into Eagle Performance