Financial Technology Implementation

Financial technology implementation services

Financial technology implementation and conversion can be a major distraction for your team. From software selection to installation, configuration, and integration with other systems, it’s rarely a straightforward project. Our financial technology implementation teams are comprised of seasoned financial industry professionals with experience across the full investment lifecycle to provide business systems analysis, data migration, and project management so your team can focus on your core business.

vendor evaluation scorecard
Evaluate and choose the right vendors based on detailed criteria using our vendor evaluation scorecard
icon representing fintech operating systems like BlackRock Aladdin and Charles River

Deploy and configure major portfolio operating systems such as Blackrock Aladdin, Charles River, and many more

ensure user adoption

Define and document policies and procedures, and provide training to ensure user adoption of the system

Implementation lifecycle

Financial technology implementation lifecycle

Expertise across asset classes, business functions, and investment vehicle types 

We offer a holistic and unbiased approach to the vendor landscape. When implementing any system or vendor solution, we start by understanding your unique business needs, then draw on our vast experience with a number of vendors to configure the system(s) to streamline your operations with the ultimate goal of creating accurate and timely data thoroughout the investment lifecycle.

Aladdin BlackRock
Allvue
AM Best
Bisam Factset
Solvas by deloitte
Charles River
Clear Structure Financial Technology
Cortland Alter Domus Group
Curium
Morningstar
Deloitte
DTCC
Duco
Eagle Investment Systems BNY Mellon
eFront BlackRock
Egan Jones Rating Company
Epam
Factset
Finastra
Finra
Fis
Fitch Ratings
FundCount
FX Connect
IHS Market
Kroll Bond Rating Agency KBRA
Market Axess
Moody's
National Association of Insurnace Commissioners
Omgeo
Reuters
Rimes
Standards & Poor's
SimCorp
SS&C
Statpro
Swift
Tradeweb
virtus from FIS