Platform implementation
Implement and integrate Charles River, BlackRock Aladdin and Bloomberg AIM around your operating model. Address the granular configuration work that can sit outside a large vendor’s delivery scope.
WHAT WE DO
Complex change.
Practical expertise.
People, process and proprietary technology, brought together around the reality of your program.
End-to-end testing
and data orchestration
See beyond individual applications. Validate the workflows, data and integrations that make the whole operation work.
02Vendor selection
and advisory
Make platform decisions with an independent perspective grounded in real implementation experience.
03Front, middle
and back-office delivery
Bring functional and technical expertise together across the investment operations lifecycle.
BUILT FOR THE BUY-SIDE
From a platform decision
to a working operation.
We work with your team, vendors and delivery partners across order and portfolio management, risk, compliance, data and reporting. Our specialist depth complements the people and capabilities already in your program.
Who we work withADVISORY & ENGINEERING
Resolve the details.
Make the bigger plan work.
Our advisory work reaches into the configuration choices, user needs and system interactions that broad implementation plans can leave unresolved. We assess vendor commitments against operational requirements, examine the implications of major change and identify opportunities to simplify integrations or reduce data costs.
Custom development
Build Salesforce integrations, ETF management tools and portfolio construction engines for workflows that standard configurations do not fully support. Modern coding and low-code approaches help create applications and integrations designed for long-term use.
Data engineering
Use Azure Data Factory, dbt, Talend, Informatica and data science libraries to support data transformation, analytics and connected operations.
Quality throughout delivery
Combine test automation, multi-system reconciliation, test case management and early validation. Reusable delivery knowledge strengthens subsequent implementations and upgrades.
APPLIED INTELLIGENCE
AI with a purpose.
Expertise with greater reach.
Every engagement starts with a practical question: where will AI improve the work, and where is it better left out? We apply it to specific delivery problems, with quality, control and domain knowledge guiding its use.
Faster engineering
AI supports our engineering workflow, helping practitioners develop and refine solutions while retaining responsibility for quality and control.
Better decisions about AI
We assess where AI can improve an engagement and where established methods remain the better choice. The technology serves the delivery objective.
Experience the whole team can use
Our knowledge graph brings together configurations, code and lessons from previous engagements, making accumulated delivery knowledge available to newer and experienced practitioners alike.
Agents built for financial workflows
We are developing custom agents within Auto XLR8 and DQ, designed and evaluated for specific financial-domain tasks rather than applying general-purpose models indiscriminately.
YOUR NEXT CHAPTER
What needs to
move forward?
Tell us what’s changing, where the uncertainty sits,
and what your team needs to achieve.