Solution introduction
Advising our clients on the right choice of solution drawing on our whole-of-market knowledge
We actively engage with providers across the whole investment management sector to maintain an up-to-date view of systems, platforms, vendors & their services. We know which solutions are appropriate for your situation and can quickly derive targeted options and advise on strengths and weaknesses
The technology and system provider landscape is evolving fast and identifying the right partner for your business is becoming ever more difficult.
By using our deep knowledge of providers and systems across the wealth industry, our team can:
- Understand your current and future functional and technical requirements.
- Perform a market scan to identify, evaluate and short-list vendors for your required solution, supporting with RFP development and vendor negotiations.
- Provide support in planning and implementing the selected vendor, and project managing the delivery to ensure the systems implementation stays on track and delivers the expected benefits.
