Review of Vendor Proposal
Worked with a Fund Administrator to Technical review their Vendor Proposal.
Implementation at a Large Wealth Manager
A large wealth management organization has use our consulting services to oversee their integration project…
Helping an Endowment
Helping an Endowment decide on best approach - to keep current technology or adopt new…
Customization
Helping with customization of our product to adapt to Customer's requirements
Integration with Data Sources
Helped with Liasing and Building integration with multiple data sources for trade information
Finetune checklists for GDPR
Fine tune checklists and other requirements of GDPR
Helped With Requirements Definition
Helped a Fund Administrator with defining requirements for their investor allocation systems