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INVESTTECH
877.559.6077
info@investtechsystems.com
11111 Santa Monica Blvd.
Suite 1220
Los Angeles, CA 90025-3333
+1 818.592.4000

Do you need a consultant

to lead your firm through

an investment systems strategic planning project
a private client or wealth management strategic architecture review
a data management strategy and roadmap development
a strategic application architecture design initiative
buy v. build/outsource v. in-house analysis

InvestTech understands the critical and diverse information demands of global investment firms

InvestTech’s strategy engagements follow a well-defined methodology that starts with the strategic business review. By starting with the examination of the firm’s stated strategy and business objectives, we drive alignment with the business processes and technology architecture. Future state architecture and data strategy is created to support and enhance the stated company strategy.

Next, we complete a review of the current state architecture which results in the gaps, limitations and pain points in today's environment. We then complete the future state requirements review, which drives the critical capabilities and the target maturity model. The final steps involve the design of the optimal future state architecture models, the vendor solution overlays, the budget and cost benefit models and the final prioritized delivery roadmap.

Read about our client engagements

InvestTech has 20+ years of experience in buy-side, global investment systems, operations, data and risk management.

We can help.   

The InvestTech team had a clear understanding of our challenges and priorities, and provided a detailed plan to steer us in the right direction. - Global Investment Manager

InvestTech provides expert guidance on investment operations, technology and data management to global investment firms.

WE’VE DONE THIS BEFORE – MANY TIMES – AND WE CAN HELP YOU.