Technology and Application Architecture Review

Our client wanted to ensure that its investment technology and application architecture was scalable to meet future business growth. The requirement involved reviewing its technology and application architecture in order to compare people, processes and technology factors against other best-in-class investment managers. We were engaged to highlight areas of weaknesses in the existing technical architecture, IT organisational structure and processes, and recommend an optimal front, middle and back office model that mitigated operational risk and provided better efficiency, while supporting the business growth aspirations.

What we did

  • We were engaged by the client to join a tri-party arrangement (with the client and its vendor) to manage the onboarding of existing funds onto the new accounting platform, as well as introducing customised reporting per regional operations team and the fund managers.
  • Working with the operations and technology teams from both parties, we brought together all stakeholders involved to implement an end-to-end investment accounting and reporting capability for the client’s immediate and future needs.

Our impact

  • Our project management and expert oversight helped the client onboard all the existing funds on the new platform within the prescribed time frame
  • Smooth rollout of the system, with the minimal impact on BAU activities, and a seamless transition for all parties involved

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