Worked with a Fund Administrator to Technical review their Vendor Proposal.
A large wealth management organization has use our consulting services to oversee their integration project with vendor software for investor reporting
Helping an Endowment decide on best approach - to keep current technology or adopt new software
Helping with customization of our product to adapt to Customer's requirements
Helped with Liasing and Building integration with multiple data sources for trade information
Fine tune checklists and other requirements of GDPR