Enterprise Reference Data System Implementation

The client wanted to revamp its application architecture by implementing a solution that takes care of data management, investment accounting, and performance needs. The existing accounting solution could not accommodate the changing regulatory and technology requirements and proved to be a barrier in the client’s growth plans.

What we did

  • We were engaged to implement a solution that generates accurate IFRS and performance attribution reports with robust data management capabilities
  • Responsible for the overall project management for the implementation
  • Facilitated solution migrations from legacy systems and processes to the new solution
  • Developed custom reports based on the client requirements
  • Development interfaces for data load, enrichment, and distribution
  • Leveraged our proprietary automated testing strategies, helping to reduce the implementation time whilst ensuring quality delivery

Our impact

  • The implementation was completed on schedule and the client was very happy with the smooth system rollout
  • The new solution proved to be essential for the client’s expansion plans into the retail business

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