Technology consulting and managed data services

Helping financial institutions align people, process, data, and technology to manage and grow their businesses
Modernizing technology for financial institutions

Grandview helps financial institutions modernize data and technology environments, giving them the tools and information they need to accelerate decision making, optimize workflows, and mitigate risk.

With decades of financial industry experience, we deliver strategic advisory, technology implementation, systems integration, and data management services for a broad range of financial institutions. Our clients include investment managers, insurance companies, private equity firms, hedge funds, family offices, direct lenders, fund administrators, and banks.

Improve business processes and workflows
Deploy and integrate complex technologies
Achieve a single source of truth for enterprise data
Generate insightful dashboards and reports
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Explore Our Services

Whether implementing a full life cycle portfolio management solution or integrating data across systems, our services improve operations and put critical data in the hands of analysts, traders, portfolio managers, and key business stakeholders.

Strategic Advisory

We evaluate, recommend, and design target state operating models across people, process, and technology specific to our clients' business needs.

Technology Implementation

We deploy best-in-class investment management, accounting, performance, and risk management systems that support the full investment lifecycle.

Systems Integration

We integrate fragmented technologies and disparate data sources to improve process automation, reduce manual data entry, and deliver accurate and timely data.

Data and Analytics

We design and implement processes to capture, produce, and analyze data sets that produce actionable insights based on a single source of truth.


Managed Data and Reporting Platform

Focus on your business and leave data management and reporting to Grandview. With our proprietary managed data and reporting platform, Rivvit, we deliver high-quality data with customized reports, dashboards, analytics, and workflow applications in a fraction of the time for a predictable subscription fee.

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Why Grandview

Dedicated financial industry focus

We focus exclusively on the financial services industry. We have deep domain expertise across asset classes, business functions, and investment vehicle types.

Meet our team
Connecting business and technology

With decades of experience working in business and technology roles for financial institutions, we are uniquely positioned to anticipate issues and risks, and deliver solutions faster.

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Client centered approach

Our clients rely on us as a trusted advisor because we are committed to long-term, mutually beneficial partnerships. With utmost integrity, we always do what's best for the client.

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Let's Get Started

I'd like to learn more about how Grandview can improve our technology, processes, and insights.

500 West Madison Street

Suite 1000

Chicago, IL 60661

Contact Us

(516) 286-7792

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