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…
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