Our experience. Your results.

InvestTech has the experience to ensure your success.

InvestTech Systems Consulting is the leading provider of investment systems and investment operations consulting to asset managers worldwide.  Since 1993, InvestTech has successfully managed over 300 engagements including: investment systems selection studies, systems implementation projects, operations re-engineering and strategic investment systems and data architecture planning reviews.

InvestTech’s professionals are experienced investment management systems veterans, offering the expertise of former CTOs, Heads of Operations and product development, team leaders and expert system integrators. Our consultants average over 13 years of investment systems experience with a plethora of knowledge of investment and data management solutions that serve the investment management community.

InvestTech professionals are experts in critical areas impacting your business:

  • Enterprise Architecture Design and Implementation
  • Data Management Approaches and Solutions
  • Systems & Operations Reviews and Recommendations
  • Systems Evaluations and Selection
  • Systems Implementation Management
  • Global Systems Integration

From Strategic Planning to Evaluation to Implementation, we can help.

Strategic Planning Systems Evaluation, Selection and Implementation Systems Integration and Automation
  • Operational Reviews
  • Systems Architecture Design and Planning
  • Data Management Strategies
  • STP Re-engineering
  • Trade Flow Optimization
  • Workflow Documentation
  • Operational Risk Management planning
  • GIPS Compliance
  • Data Management Technology
  • Portfolio Management, Trading and Compliance
  • Performance Measurement/Attribution
  • Investment Accounting
  • Analytics
  • Security Reference Management
  • Risk Measurement
  • Vendor Negotiations
  • EAI/ETL systems integration
  • Data Warehouse/Hub
  • Data Mapping
  • Custom Development Capabilities
  • Business Process Management and Workflow
  • Documentation