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Consulting Services

Technology Solutions
Operating Model & Operations Improvement

Firms are taking a hard look at which functions should be front/middle/back office based on cost, control and the needs of the business. Business functions are increasingly improving in performance, adding value and reducing costs through automation, re-engineering, relocation or outsourcing of specific activities. We understand the complexity and challenges in picking a right service provider.

Our team has collaborated with the clients to provide the following solutions:


  • Business Capability Model

  • Process Models

  • Governance Model

  • Organizational Change Management

  • Location Strategy

  • Shared Services Strategy

  • Roadmap and Business Case Development

  • Investment Operations KPI Development

  • TPA Selection and Fund Conversion

Firms are shifting focus from incremental changes and “band-aid” solutions to strategic changes in architecture that follows the leading technology guiding principles. Convergence of various vendor platforms (e.g., OMS, EMS, PMS, Trade Processing, etc.) makes ‘best-of-breed’ decisions difficult.

We put your interest first and provide the best technology solution that suits your business without any preference to a specific vendor. We arm you with all the necessary tools and information to make an informed decision. We provide the following technology services:


  • IT Strategy and Architecture Development

  • Digital Creation and Design

  • Custom Development

  • Web/Portal Development

  • Mobile Development

  • Testing

  • Vendor selection and Implementation

Global/boutique investment banks, broker-dealers, asset management firms, including hedge funds and TPAs, are grappled with scattered data that is not organized at the enterprise level. Furthermore, the velocity of the data is increasing and there is a need for a lot of data to back test and perform analytics. This typically raises a challenge between business and technology to determine the types of data and the frequency at which the data is needed. Not having a single version of truth raises doubts on the quality of the data and further adds to the complexity.

We provide a holistic, end-to-end solution of organization’s business, and technical data and help define governance, standardize integration methods and enhance the overall data management. We assist the clients with the following data services:


  • Data Governance and Integration

  • Investment Operations Taxonomy

  • Reference Data Management

  • Big Data Strategy and Development

  • Vendor Selection and Implementation

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