InvestTech Completes Strategic Roadmap for Large Mutual Fund Company

31 July 2013

InvestTech Systems Consulting, LLC, a leading provider of investment technology services to asset management firms worldwide, recently partnered with a large US-based mutual fund company to provide direction and guidance for a number of their key strategic data and technology goals. The company faced many of the data and system challenges that are common in the industry - such as legacy system retirement, “Build versus Buy” evaluation options and the implementation of an agile yet robust technology infrastructure to meet current and future business needs.

Using InvestTech’s proprietary Enterprise Data Management (EDM) Framework, InvestTech consultants were able to guide the firm through the various work streams, capabilities and priorities needed by both the business and technology leaders. Once completed, the client, with a broader understanding of their information landscape, was able to bring resolutions to many of the “Build versus Buy” questions around Broker/Dealer aggregation, mastering reference data, consolidated reporting and seamless integration with Salesforce.com and other solution providers.

Leveraging leading vendors in cloud, database, integration, and reporting technology space, InvestTech defined a data management and architecture roadmap that allowed the client to strategically plan for legacy system retirement while introducing best of breed technologies, platforms and vendor software packages to meet their growing need for integrated, timely and trusted data.

Patrick Egan, InvestTech Senior EDM Consultant commented, “Planning and implementing an enterprise data strategy is a challenge as many groups work in silos with their own tools and views of data. Yet businesses are demanding a more consolidated, consistent and trusted view of the data across the organization, which calls for a concerted and collaborative data strategy, planning and governance program.”

As a leading investment technology, operations and data management consulting firm, InvestTech has a proven track record of data strategy and investment management. Leveraging their proprietary EDM Framework and Maturity Model, InvestTech has successfully worked with and designed data governance, strategy and implementations for the leading financial services and insurance companies in North America.

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