Systems Architecture Strategy

InvestTech believes in tying a technical architecture directly to the overall business strategy of our clients. This enables a firm to “right-size” their systems architecture to their specific needs and determine which systems to leave alone, augment or replace. Examples of services include:

• STP Systems Strategy
• Managed Account Automation Strategy
• Post M&A Systems Rationalization and Centralization Strategy

Comprehensive Assessments

One of InvestTech’s strongest tools is the Strategic Investment Systems Plan. This extensive study involves a review of your firm’s business and technology initiatives and plans, as well a complete assessment of industry developments impacting technology requirements over the next several years specific to the Third Party business and technology. Your firm’s technology architecture is reviewed, alternatives are evaluated and current plans for future-state application architecture are validated by InvestTech against your desired model.

The study explores alternative system application platforms serving the firm, including its subsidiaries and investment management clients. The resulting Strategic Investment Systems Plan will provide recommendations on application architecture and changes to the existing technology architecture to accomplish longer term objectives. Of course, projects are prioritized therein and our recommended projects will include high-level descriptions, planning time-lines, inter and co-dependencies of project components, benefits and estimated costs for management review.