InvestTech Systems Consulting Provides Investment System Selection Guidance To Investment Management Firms

7 October 2011

InvestTech Systems Consulting, Inc., the leading Investment Technology and Investment Operations consulting firm for institutional investment managers, has recently completed multiple evaluation and selection projects for a number of global investment management firms. The investment technology selection studies included:

• Global investment accounting

• Performance measurement and attribution

• Risk measurement and analytics

• Order management

• Reference data management

• Data warehouses / data repository

InvestTech’s specialized investment systems evaluation and selection consultants have extensive hands-on implementation and integration experience with each of the leading vendor products within the above categories. InvestTech applies their product and subject matter expertise to the key steps in any evaluation:

• Pre-qualify vendors based on each client’s requirements

• Review integrated versus best-of-breed solutions, build versus buy, and in-house versus ASP/BSP models

• Fast-track a set of vendors to a short list based on functional, technical and service/support capabilities that align with client’s needs

• Conduct one of several alternative approaches to thoroughly evaluate a vendor’s solution

• Build consensus around preferred solution and facilitate due diligence

InvestTech has a unique level of first-hand implementation and integration experience to know the capabilities of the leading vendor solutions.

Bennett Kaplan, the InvestTech Principal who leads many of the systems evaluation projects, noted, “Clients rely on InvestTech’s extensive systems knowledge to navigate the field of solution providers and facilitate the vendor selection process. Our clients see a direct benefit working with the InvestTech team because we provide a structured, fast-track process that identifies key systems capabilities and potential functional or technical gaps.”

Mr. Kaplan also pointed out that InvestTech’s objective and independent approach throughout the vendor evaluation process is not only critical to serving clients and acting solely on their behalf, but ensured through partnerships that prohibit any marketing relationships.

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