Systems Evaluation and Selection Expertise

InvestTech consultants have experience performing evaluations, implementations, data conversions and creating interfaces on a wide range of securities trading, portfolio and performance systems, as well as financial asset management systems. We continually strive to maintain current information on the leading systems and technology solutions available to institutional investors, as well as contemporary architecture strategies and best practices employed by the largest global investors. This includes actively monitoring the progress and activities of the market’s most well-known investment system vendors and an emphasis on ongoing product training for InvestTech consultants. At all times we strictly maintain our commitment to independence and objectivity.

Investment Systems Requirements Reference Database

InvestTech's extensive vendor and systems experience has helped us to develop a comprehensive database of investment systems requirements common to global asset managers which expedites the gathering and documenting of requirements in a system evaluation and selection.  This database also ensures the completeness of the requirements evaluation process by including industry standards while surfacing those requirements unique to your firm as we discuss your needs.

Evaluation Framework Scoring (EFS) Methodology

InvestTech has refined a quantitative EFS methodology through years of experience with clients and vendors.  We gather meticulous requirements to ensure that the specific needs of each functional group are catalogued. Working with management, we apply firm-wide prioritization to these requirements.  RFP’s are prepared, vendor responses are collected, and perhaps most important, verified, then scored.  We present the final results as a weighted ranking of vendor solutions based on the your specific requirements.

Helping you make the right choice for your company

With each engagment we have been developing a comprehensive, mature, quantifiable framework for streamlining the investment systems evaluation and selection process.  Our methodology and framework ensure a targeted approach to completing the entire process: project planning, decision criteria, operations review, requirements definition, RFP development, RFP analysis and scoring, demonstration management, finalist determination, due diligence, contact negotiation.

We can assist you with the following system evaluations and selections: