Case Studies

Compliance TOM

A large Asset Manager wished to remove their Portfolio Control team and speed up their Portfolio Managers’ time-to-market for…

Compliance Controls

Compliance & Regulation

An Asset Manager required full control of all Compliance rules involving more than one person in the approval process. Find out…

Fund Accounting System Consolidation

Integration & Change Management

The client, a Tier 1 Life Company was using two different accounting systems. Find out more about this case study here.

Consolidation Post-Merger

Integration & Change Management

Post-acquisition, a client had duplicate systems using different pricing sources, valuation processes, reporting and data…

Data Post Consolidation

Data

An Asset Manager wished to compare their company’s data structure with that of a recently acquired company. Find out more about…

Operations

Data

A large Asset Manager wished to move from on-premises infrastructure using Charles River system, to a SaaS model. Find out more…

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