Wealth Management Practice

We help financial institutions (including banks, brokerages, trust companies, mutual funds, insurance, RIAs, asset managers, investment managers) and technology vendors create, expand, streamline, and growth their Separately Managed Accounts, Unified Managed Account, Advisory and Wrap platforms.

The applications where we have expertise include:

• Investment Advisor Portals and Workstations
• Proposal\IPS Generation and Account Opening
• Portfolio Management Systems
• Equity and Fixed Income Trading
• Performance Calculation and Performance Reporting
• Fee Billing and Revenue Management
• Mutual Fund & ETF Wrap
• Overlay Management

How we can help financial institutions include:

• Formulation of platform strategy and roadmap
• Implementation of new technologies
• Data integration and improvement of data quality
• In-sourcing or outsourcing of platform and/or operations
• Consolidation of platforms due to mergers and acquisitions
• Vendor selection and due diligence, including RFI and RFP (see our Case Study for more details)
  
• Scalability improvements and expand account capacity
• Batch cycle reduction
• Reduction of operation errors, trade errors and expenses
• Reduction of account opening cycle time and errors
• Decreased reconciliation time
• Enterprise and master data management
• Project management