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

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

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

Consolidation Post-Merger

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

Data Post Consolidation

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

Operations

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