Technology Implementation Services

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 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

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.

Aladdin
Allvue
AM Best
BISAM
CDO Suite
Charles River
Clearstructure
Cortland
Curium
DBRS
Deloitte
DTCC
DUCO
Eagle
eFront
Egan-Jones
epam
Factset
Finastra
Finra
FIS
Fitch
Fundcount
FX Connect
IHS Markit
Kroll
Market Axess
Moodys
NAIC
Omgeo
Reuters
RIMES
S&P
Simcorp
SS&C
StatPro
SWIFT
Tradeweb
Virtus
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Learn how the investment management division of an insurance company saved $1.5 million annually when it teamed with Grandview to internalize investment operations.

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Suite 1000

Chicago, IL 60661

Technology

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info@grandviewanalytics.com

(516) 286-7792

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