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 with vendor software for investor reporting
Helping an Endowment
Helping an Endowment decide on best approach - to keep current technology or adopt new software
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
Helped With Requirements Definition
Helped a Fund Administrator with defining requirements for their investor allocation systems