Advisory

OPERATIONS

Focused on the alternative asset industry we help bridge the gap between IT and the business to develop an understanding of where and when changes might be required to both meet digital goals and improve operational efficiency.

TECHNOLOGY

We assist firms to either optimize existing or identify new or replacement platforms that best suit their tech stack and operating model.

• Optimisation: Our extensive working knowledge of platforms used in the industry allows us to quickly identify areas that could be adjusted to improve reporting and processes or integrations.
• Selection: We use a clear and defined process to identify, select and implement the platform that meets your firms requirements. We don't favour specific providers. A platform is only as good as the people who use it.
• Implementation & Migration: We are not afraid to roll our sleeves up and get our hands dirty with data. Implementations and migration projects can  be very lengthy and time consuming. To be effective, they require experienced people involved upfront to analyse the legacy data and develop a migration process that can be handed over to an internal team.

SUPPORT

We provide advice to help streamline operations, improve operational risk management, and enhance overall efficiency through:

• Portfolio management & monitoring: Implementing best-in-class portfolio management systems.
• CRM & Opportunity tracking: Intimate knowledge of CRM platforms and best use to provide source of truth for downstream systems.
• Risk assessment & project management: Developing robust risk frameworks, implementing controls and effective project oversight.
• Regulatory compliance: Ensuring adherence to relevant regulations and industry standards.