Technology Consulting

Combining the skills and many years of experience of our consultants puts us in a great position to provide expertise within the investment management industry across various areas of the business, from front to back office. We are able to provide an independent and objective view on your business problems in order to deliver optimal solutions having worked on a number of system implementations, upgrades and change projects involving Markit EDM, Charles River, Thinkfolio, BlackRock Aladdin, SWIFT and Omgeo CTM.

We can lead your analysis teams, undertake strategic reviews or design new architectures and we are also skilled at working as part of a project team and closely with developers, reviewing existing processes and making recommendations based on best practice. Our analysis approach starts by making sure it suits to your individual requirements and ends in clear and quantifiable results.

Investment Data

We help our clients through the RFP process of selecting the most suitable data management platform for their business and define the right implementation strategy. This has in many cases led us to focus on Markit EDM and most of our consultants are Markit EDM accredited. We can provide some of the most experienced Markit EDM analysts and developers in Scotland to your data management projects and we have also worked with a number of data management teams to review and improve their operational procedures and to give advice on key business and technology areas.

Order Management Systems

Our consultants have a wealth of expertise in many of the major order management systems including Charles River, Thinkfolio, Fidessa and BlackRock Aladdin. We have designed and built both daily batch loads and real time trade interfaces to these systems and this is one of our key areas of expertise as we can leverage our knowledge of Markit EDM and other middleware products.

Longer Term Engagement

We believe it is important to provide continual support after a project is successfully completed to ensure that the transition to a normal operating model is as smooth as possible and our consultants often continue to work closely with the client with this in mind.

To ensure that the client can focus on achieving the goals that were set at project initiation, we can provide support in planning, user training, documentation, technical support and change management.