We know there is no one-size-fits-all when it comes to finding the right technology to manage your business’ unique operations. That is why we work with you to determine your needs and see the implementation through from start to finish. Our professional services team can help you achieve a smooth transition by providing the right people to plan, create and implement a solution that exceeds your expectations.
Business workflow optimization
Leverage our extensive investment management and process improvement experience to achieve an optimal workflow. We design and implement enterprise-wide processes that efficiently manage business workflows. Our processes include operations reviews, workflow analysis, gap analysis, detailed implementation plans and on-site project management.
Data conversion and reconciliation
A crucial element in a successful implementation is the proper conversion and reconciliation of existing data. We use proven methodologies to manage complex security characteristics, transaction history, sophisticated performance data and attribution measurement information. In addition, our specialists have established routines for data conversion, reconciliation and quality assurance.
We ensure that all of your systems are tightly integrated and that information and data flows are as automated as possible. We work with you to identify inbound and outbound interface requirements, map data, and then build and automate interfaces using our proven tools.
We perform extensive testing throughout each implementation to ensure that the system meets your business requirements and operational goals. Our team partners with you to develop a detailed test plan, create specific test cases based on your data and scenarios, execute test cases and confirm that results are as expected.
System cutover and post-production support
Our experts are involved through the entire lifecycle of the implementation, including system cutover to ensure successful completion of the project. Post-production support is provided as needed and includes supporting operations staff to resolve unforeseen issues or transaction exceptions, data mapping adjustments and monitoring system performance.