Technology Implementation

Technology solutions driven by your business objectives

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 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.

Evaluate vendors
Evaluate and choose the right vendors based on detailed criteria using our vendor evaluation scorecard
Deploy and configure major portfolio operating systems such as Blackrock Aladdin, Charles River, and many more

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

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

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

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.