Embedding trust and governance in portfolio monitoring data collection

In our global practice we recently worked with one of Africa’s leading investment institutions who have over £3 billion of assets under management. They asked us to help design a solution for tracking what data had been successfully loaded into their portfolio monitoring environment for their monthly reporting schedule. You can find out more about […]

Designing and implementing streamlined data architecture in DealCloud

In our global practice we recently completed a 14-month project with a leading US head quartered alternative asset management business with in excess of $500bn AUM. They asked us to design a solution to migrate over 1,000 users from their existing DealCloud site, which required the maintenance of multiple versions of pipelines in Excel, to […]