Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System

Evaluation and re-definition of front-to-back operating model across 10 locations

Aiding a Global Asset Manager to review their best execution operating model to identify ‘gaps’ to current regulations, forthcoming MiFID II requirements, and industry best practice

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model