an investment systems implementation project an outsourcer onboarding or migration a data management transformation integration of your investment systems and data the implementation of additional modules or services
InvestTech understands the critical and diverse information demands of global investment firms
Industry Leader: InvestTech consultants are industry veterans with hands-on experience in the key investment areas and vendor technology, ideally positioned to provide right-sized, fit-for-purpose business and technological expertise for the benefit of our clients.
Commitment to our Clients: Consulting focused only on the buy-side requires broad industry perspective, a specialist understanding of functional and technical requirements, and a partnership with our clients focused on results.
Proven Success: We have implemented hundreds of successful technology and operations transformations, even in the most complex environments.
Reduce Risk: We focus on streamlining the project process and reducing your business and technology risks.
InvestTech's implementation approach is agile and scalable
Planning / Analysis / Execution / Program Management / Data Conversion / Project Plan Development / Enterprise Integration / Conversion / Design Phased Deployment / Proof of Concept / Legacy System Retirement / Gap Analysis / Quality Assurance / Work Flow Reengineering / Reference Data Analysis / Process Streamlining / Data Optimization / Transformation Management / Industry Best Practices / Knowledge Transfer / Training & Documentation
InvestTech will guide you through a complex implementation by defining and managing key components throughout the entire project management cycle leveraging our battle tested implementation methodology:
Clear Scope, Objective and Project Risk Management
Comprehensive Requirements Gathering and Documentation
Aggressive Task and Deadline Tracking
Direct End-user Participation, Testing and Sign-off
Change Management Procedures and Knowledge Transfer
Tracking and Plan Adjustment
Strong Audit Control Verification throughout the Project
Utilization of Standard Quality Control Documentation
InvestTech has 20+ years of experience in buy-side, global investment systems, operations, data and risk management.
We can help.
The InvestTech EDM model ensured a holistic, business-driven approach to EDM to our EDM roadmap and also helped us achieve a high level of business participation and value throughout the delivery process.
- 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.