Services

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Services

Analysis

Identify the nature of your issues
Identify desired/needed functionality
Survey existing technology and effectiveness
Gap Analysis
Cost Analysis
Create State of Union Document
Create Road Map Document

Solutioning

Any investment office technology
Identify desired/needed functionality
Identify potential providers
Compare and contrast
Present final candidates
Arrange Demos (recorded)
Manage POC
Create Scoring sheet
Produce decision Memo

Delivery

Price and terms Negotiation
Contract Management
Process design
Implementation team evaluation
Monitor Data/information loading
Steering Committee Reporting
Testing and adoption
Monitor and perform Change Management
Delivery & sign off

Independent Audit Services

Review of your investment and operational processes (i.e., best practice)
Review of data flows and quality
Review of current acquired technologies and effectiveness
Review of functionality gaps
Review of staffing gaps
Other Idiosyncratic item

Outsourced CTO

Run menu-based services
Low entry price point helps with budgeting
Consult on any technology related macro and micro issues
Audit of software and hardware
Monitor manage relationship with vendors
Manage functionality development
Privacy and security issues
Address all Technology issues

Innovation Services

Scope functionality
Create detailed specifications
Identify development partner
Manage Prototyping
Finalization & Delivery
Commercialization & go-to market strategy

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