WHAT WE DO

We help our clients implement investment technology to achieve business led results. Typically we assist in some or all of the following areas:

VENDOR SELECTION

We work with clients to ensure that the vendor evaluation and selection process is robust and enables the best choice of system according to business need and context.

PROJECT PLANNING & IMPLEMENTATION

We use tried and tested methodology to plan and work through the various analysis, design, build, test and release phases.

TRAINING & DOCUMENTATION

Training and documentation are often overlooked aspects of implementation. Moreover, vendor training is typically generic in nature and removed from client workflow and operating environment. We can help users make best use of their business technology by targeting training and documentation to the specifics of business context.

COMPLIANCE AUTOMATION

We offer rule solutions around compliance capability and automation. Our rule coding service covers all aspects of rule capture and contstruction and we can provide specific guidance for regulatory rules. We can also provide a review of your compliance set up and benchmark this against our experience of best practice.