Our Services

Investment compliance monitoring (ICM) is crucial to the economic success and ultimately the reputation of investment companies. As investment managers focus more on the battle for business and higher returns, the risk of breaching restrictions will increase.
Our work includes: New order management systems implementation - end to end process; Investment guidelines rule coding and rule testing; Exiting rules audit and reviews; Post trade reporting and other reporting solutions.
In times of increasing competition, cost pressures, and regulatory and investor scrutiny, what’s right for your business must be unique to you. We create tailored systems that offer maximum efficiency with minimum cost.
Our team uses its in-depth knowledge and experience on all order management systems to provide new and exciting business models for both fledgling and well-known brands.

End to end business analysis
Vendor selection – Tendering process, RFI and RFP, meeting with solution providers in the tool selection process
Build use cases and test cases
Develop Target Operating Models
Systems Integration
Background in process focused projects
Workshop facilitation
Change management /As is and to Be process maps
Experience writing Standard Operating Procedures