Our Experience - Your Results
Take a look at some of the InvestTech client success stories below to learn more about the ways InvestTech's experience translates to results for our clients, leading institutional money managers, like you.
Derivatives Systems Product Review
InvestTech conducted research on multiple derivative management systems and compared the functional capabilities in numerous categories.
Large Data Strategy Project
InvestTech was engaged by a $120 billion public pension plan to conduct a strategic data architecture assessment project to help design the future state enterprise data strategy and execution road-map to support the business growth. more...
Integrated Accounting, Performance Measurement, Data Management and Reporting Project
The client, a $50 billion mutual fund and institutional asset manager, had outgrown their portfolio accounting platform, which, among other deficiencies, lacked multicurrency support, and over the years had implemented a number of MS Excel-based workarounds to address functional gaps increasing the operational risk profile of the firm. more...
Multi-Product Integration
InvestTech was engaged by a $15 billion asset manager to integrate Thomson’s PORTIA, Bloomberg POMS and Wall Street Office. more...
OMS Trading System Implementation
A $60 billion public pension fund engaged InvestTech to lead the evaluation and selection of a trade order management system and to provide best practice advice. more...
Outsource Service Provider Selection
A $30 billion international equity manager that found their investment operations staff growing at a faster rate than their AUM and revenues engaged InvestTech to identify potential outsource service suppliers to provide post-trade execution services. more...
Private Equity System Selection
A large mid-western pension plan engaged InvestTech to lead a vendor evaluation and selection for a private equity system. more...
Risk Data Analysis
A $160 billion pension plan wanted to identify gaps in Terms and Conditions that were being captured for Risk Management Reporting. more...
Strategic Investment Systems Planning
InvestTech developed a multi-year Strategic Investment System Plan for this $130 billion AUM asset manager.
Contact Us to learn more about how we can help you grow your business.