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877.559.6077
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11111 Santa Monica Blvd.
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+1 818.592.4000
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Pension Fund Partners with InvestTech to Plan for Front & Middle Office Internalization

To respond more effectively to external risks and dynamic markets, a leading pension fund investment board focused on Total Fund risk management,...

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OMS Trading System Implementation for Public Pension Fund

A $60 billion public pension fund engaged InvestTech to assist with the evaluation and selection of a trade order management system and to provide...

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Front Office Systems Review for Canadian Pension Fund

A small Canadian pension fund engaged InvestTech to assess their Front Office and Risk Systems inclusive of vendor applications, market data vendors,...

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Middle & Back Office Transformation for Mutual Fund and Institutional Asset Manager

A $50 billion mutual fund and institutional asset manager, had outgrown their portfolio accounting platform, which, among other deficiencies, lacked...

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Strategic Operational and Architecture Assessment for Alternative Credit Manager

For an alternative credit manager investing in private debt, senior bank loans, high yield bonds, mezzanine debt, and distressed debt securities,... Read More

Investment Systems Evaluation and Selection for High Yield Bank Loan Manager

For a high yield and bank loan manager, InvestTech evaluated their current investment systems and operation review and recommended an optimal future... Read More

Private Equity System Selection for Leading Investor in Middle Market Companies

For a leading investor in middle market companies through investments in private equity, mezzanine debt and private senior debt, InvestTech led the ... Read More

Wealth Management Platform Solution for Large Investment Management Firm

A large investment management firm hired InvestTech to manage a wealth management platform solution architecture project for their private client... Read More

Wealth Management Platform Selection for North American Investment Advisor

A North American Investment Advisor wanted to replace their legacy wealth management platform to support their plans to grow this line of business.... Read More

Best of Breed Wealth Management Platform Selection for Investment Advisory Firm

An Investment Advisory Firm wanted to select a best of breed Wealth Management platform to support their evolving business needs.  They wanted to... Read More

Accounting & Performance Reporting Evaluation for Large Regional Bank

An institutional and wealth management group of a large regional bank needed to improve accounting processes and performance reporting in order to...

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InvestTech Partners with Alts Firm for Compliance and Data Management Solution

A leading alternative investment firm with over $20B AUM needed a better way to check pre- and post-trade compliance to address growing client demand...

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InvestTech Leads Credit Management Strategic Assessment for Regional Bank

Credit profiling and commercial loan portfolio management have become imperative to build and maintain a healthy loan book for all types of lenders,...

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InvestTech Collaborates with Black Mountain to Create the First High-Volume Equity Trading OMS on the Everest Platform

Black Mountain System’s Everest platform is an OMS synonymous with the syndicated loan space. Historically clients managed loans, bonds, and options,...

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Charles River IMS Implementation Planning for US Based Global Custodian, Asset and Wealth Manager

A US based global custodian, asset and wealth manager hired InvestTech to provide mobilization activities including scope, gap identification,...

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Charles River IMS Implementation for Large Canadian Asset Manager

A large Canadian based asset manager hired InvestTech to provide OMS implementation planning activities for multiple phases and portfolio management...

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Charles River IMS Upgrade Implementation for a US Based Financial Services Company

A US based financial services company hired InvestTech to provide project direction and guidance during a CRD implementation upgrade project. The...

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Operations Review, Investment Accounting and Performance Implementations for Global Investment Manager

InvestTech assisted a Global Investment Manager with process re-engineering and optimization of operational processes by replacing Advent Axys with... Read More

Eagle STAR Implementation for Global Investment Manager

InvestTech provided a Global Investment Manager with a deep bench of experienced resources to manage their Eagle STAR implementation.Resources...

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Outsourcing and Lift Out Support for Global Hedge Fund Manager

InvestTech provided a Global Hedge Fund Manager with a with a deep bench of experienced resources for outsourcing and lift out support.

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Implementation of Eagle STAR Securities & Insurance Accounting for a Global Investment Manager

InvestTech provided a Global Investment Manager with a deep bench of experienced resources to manage the Eagle STAR implementation.

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Eagle Implementation for Public Pension Fund

InvestTech created a centralized investment data repository using Eagle PACE that serves both as a data hub for validating investment reference data,... Read More

Reporting System Implementation for a Global Asset Manager

InvestTech was engaged by a Global Asset Manager for a reporting system conversion and implementation.  InvestTech assisted with the conversion from...

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Reporting System Implementation for a North American Asset Manager

InvestTech was engaged by a North American Asset Management company for business process re-engineering and a reporting system implementation. During...

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Evaluation of Reporting System for a North American Asset Manager

InvestTech conducted a knowledge sharing session to compare the capabilities of two vendor products (SimCorp Coric Connect vs. Coric standalone tool)... Read More

Proof of Concept for a Private Investment Management Company

InvestTech evaluated the top two reporting software tools and provided strategic analysis and recommendation for a Global Investment Manager. We led... Read More

Integrated Vendor Platform Vs. Best-of-Breed Architecture Evaluation for Global Wealth Manager

A leading Wealth Manager needed to evaluate the best fit for their target operating model for their advisory fee-based platform. The key decision was...

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Commission Management Integration Using Markit EDM

A client needed to sunset an AS400 platform and migrate all functionality to other systems. The commission calculations for financial representatives...

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Centralized Data Hub Created with Markit EDM

A Canadian Investment Management Company approved a multi-year front, middle, and back office application upgrade program.  The client partnered with...

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Industry Best Practice Trading Workflows Recommended for Leading Alternatives Manager

A leading alternative investment firm with over $25B AUM investing in preforming and distressed debt had implemented a new order management system...

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Optimization Assessment for New Eagle Client

A $10B AUM institutional asset management firm recently went live with Eagle’s accounting, data management and performance suite, and was having...

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Portfolio Master Implementation with Markit EDM for Canadian Money Manager

InvestTech was engaged by a Canadian Money Manager to replace a legacy reference data system with a Markit EDM solution, because the legacy system...

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End-User-Managed Gold Copy Data Using the IrionDQ Platform

A leading alternative investment advisor specializing in senior bank loans, high yield bonds, mezzanine and distressed debt securities needed a data...

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Data Management Strategy & Roadmap Design for a North American Investment Advisor

A North American Investment Advisor owned by a large regional insurance company managing a diversified and comprehensive set of investment books,...

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SimCorp Coric Implementation for Global Asset Manager

A North American Investment Management Company purchased a leading client reporting software solution (SimCorp Coric) and began a three-month Phase I...

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Charles River XML Reconfiguration for a Mutual Fund Manager

InvestTech was engaged by a mutual fund manager to reconfigure the Charles River XML messaging component for two-way communication between Charles... Read More

Bloomberg AIM Implementation for a Super Regional Bank

InvestTech led a super regional bank with their Bloomberg AIM implementation. As the project manager, InvestTech designed and managed the project... Read More

Charles River Implementation Plan for Large Public Pension Fund

InvestTech lead a large public pension fund with the implementation planning for their Charles River implementation. InvestTech provided the current... Read More

Pre-Implementation Planning Assessment for a Large Financial Services Firm

A large financial services firm engaged InvestTech to provide a pre-implementation planning assessment for a new OMS they planned to roll out on...

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Selection of Front Office Platform for a Large Public Pension Fund

A large public pension fund engaged InvestTech to lead a portfolio management, trading and compliance system evaluation and selection project. This... Read More

Bloomberg AIM Implementation Planning for a Hedge Fund

A hedge fund engaged InvestTech to provide implementation planning and scope definition for their Bloomberg AIM implementation. This included the... Read More

Charles River IMS Implementation for a Large Public Pension Fund

A large public pension fund hired InvestTech to manage the Charles River IMS implementation across multiple desks, equity, listed derivatives, fixed... Read More

Markit EDM Implementation for a Financial Services Firm

InvestTech successfully led the Markit EDM implementation stream to improve the commission calculation process for a financial services firm that was...

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Business Process Review and Strategic Future State Assessment

An institutional manager specializing in leveraged credit markets  selected InvestTech to conduct a business process review and strategic future state... Read More

Evaluation & Selection of Private Equity Investment Strategies Platform

A large public pension fund hired InvestTech to assist them in the evaluation and selection of a platform to manage private equity investment... Read More

Evaluation & Selection of a Private Equity Platform for a PE Investor

A private equity investor hired InvestTech to help them evaluate and select a Private Equity (PE) platform to help them improve their operations and... Read More

Fixed Income and Derivatives Front Office Review

One of the largest money managers in the world hired InvestTech to lead a fixed income and derivatives front office review project which began with... Read More

Back Office Operations Selection & Conversion for a Large Hedge Fund

A large hedge fund partnered with InvestTech to select and subsequently convert their back office operations to a leading outsourced solution.... Read More

Charles River IMS Implementation for a Large Public Pension Fund

A large public pension fund hired InvestTech to manage the Charles River IMS implementation across multiple desks, equity, listed derivatives, fixed...

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Back Office Conversion for an Institutional Money Manager

InvestTech helped an institutional money manager convert their back office to a leading outsourced solution by managing the implementation of the new... Read More

Strategic Operations & Technology Roadmap for an Alternative Credit Investor

An alternative credit investor partnered with InvestTech to develop the strategic operations and technology architecture roadmap as they were... Read More

Data Management Architecture Review & Strategy for an Insurance Firm

InvestTech led a strategic data management architecture review for an insurance firm which included re-engineering the future state data architecture... Read More

EDM Strategy and Roadmap for an Investment Organization

An investment organization supporting an insurance firm selected InvestTech to develop an Enterprise Data Management strategy and roadmap.  Primary... Read More

Strategic Data Management Architecture Design for an Insurance Company

InvestTech managed a strategic data management architecture design project for an insurance company transforming their operations to support a new... Read More

EDM Strategy Assessment for Large Hedge Fund

A large hedge fund hired InvestTech to perform an EDM strategy assessment.  Utilizing InvestTech’s EDM Framework, the engagement began with a review... Read More

EDM Strategy Review for a Large Mutual Fund Company

InvestTech helped a large mutual fund company re-engaged with InvestTech to conduct an Enterprise Data Management Strategy review. The EDM roadmap... Read More

Strategic EDM and Investment Systems Architecture Re-Engineering for Global Investment Management Firm

A global investment management firm with a long relationship with InvestTech hired them to manage a strategic EDM and Investment Systems Architecture... Read More
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