Systems Implementation

Specializing in the field of investment technology, operations and data management, InvestTech has successfully led over 300 complex strategic architecture, system selection and implementation engagements for the industry’s leading money management firms. Our expertise extends to investment applications employing contemporary technology solutions such as client/server platforms, data warehouse strategies, local and wide-area networks, web-enabled applications, open-systems architecture, and database modeling.

Lack of Data Architecture Planning often results in:

• Application-specific, independent datamarts, databases and Excel landmines
• Reduced capability to meet urgent firm-wide needs
• Need to build or re-work data silos from scratch
• Increase in operational risks and project costs
• Confusion over data interpretation, semantics and ownership

Efficiency of Operations

Our goal is to help you improve efficiencies and expand the benefits of investment systems technology. That’s why when we enter a professional engagement, we commit to being there for you every step of the way. From assistance with the planning for an Implementation Project to providing Implementation Project resources for functional and technical assistance to documentation for the Implementation Project — InvestTech is your partner.

Systems Implementation Services

Our implementation services include the preparation and planning assistance for the implementation, as well as providing the necessary operational and technical resources to assist your firm execute the implementation project plan.

InvestTech also conducts a Gap Analysis of current and future systems and procedures. This analysis assists in the identification of necessary workarounds and customizations and enables better planning for the implementation. Our goal is to ensure that the your implementation is conducted efficiently, accurately and completely. more...

Phased Approach to Implementation

Your project's success can be attributed to the InvestTech Structured Project Management (SPM) Methodology, designed for large, complex, buy-side institutional project implementations. We have refined SPM over the past twelve years based on the success factors and risk points encountered in real-world engagements.

Our goal has been to refine our SPM approach to maximize the implementation success factor, while attempting to minimize the risk factors for large, complex implementation projects.  One of the key components of our SPM approach is to simplify project complexity by creating phases within the overall project. This approach provides a tighter project management track for each project phase as well as more focused resource planning and deliverable tracking capability. more...