Investing in People

Implementation Services

Our implementation solution puts the project plan into action in close collaboration with the client’s team, ensuring that strategic goals are realized.

In-House Sales Training

Clients rely on our experience, talents, and work ethic to successfully produce deliverables in a timely and clearly communicated manner.

Investor Relations & Sales

Investor due diligence process
Prospects to subscriptions
Centralized investor details & communication tracking
Product (fund) distribution & reporting
eReporting and client web enhancements

Order management system evaluation, selection & implementation
Central trading platform to support multi-product, strategy & prime broker
Straight-through cash movement processes
Wash sales monitoring
Custom management reporting for P&L, holdings, risk, & NAV

Prime broker selection & integration
Central trading/Allocation/Clearing platform to support automation of trade reporting to PB’s
Automated trade reconciliations & report archival
Archival of trade confirms for compliance & possible trade discrepancies
STP for operational efficiency
Program management automation

eReporting and client web enhancements
Data management
Global security master
Fund administration selection & integration
NAV calculations & Fund performance reporting
Corporate action monitoring & processing

Monitor investors & funds through on-going capital commitment reports
Custom reporting for clients & management
Automate monitoring of client & fund guidelines
Risk & collateral management
Risk matrix

Our Consultant Experts

We learn from the industry, our clients, and our team

Proven Methods

When it comes to solving organizational problems through adapting existing technologies or developing new ones, we believe that firms typically go through four distinct stages (Strategic Analysis, Plan Design, Implementation, and Maintenance). In Implementation Services we focus on Stage 3.

Stage 3 (Implementation Phase)

Our people and the expertise they bring make us excellent partners. We leverage our growing network to help provide resources, whether senior or junior, generalists or subject matter experts, in the different roles needed as part of the implementation lifecycle.

95%

Client Referrals

Majority of our clients will recommend us to new clients.

#1

Client Delivery

Our number one focus is on client project delivery.

100+

Projects

Managed hundreds of projects since inception

“Working on an implementation team of over 50 individuals impacting hundreds of users was an extremely rewarding experience.”

Technical Analyst

Implementation Project

Learn How We Have Helped Leading Organizations

Read More Case Studies

Let’s Make Things Happen

We are here to partner with you and help you achieve your goals.

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”

Aristotle