Experience and Expertise—Right from the Front Line

For InvestTech, Strategic Planning is at the core of our business—because if you don’t have a solid path you won’t get where you want (and need) to be. This applies to every part of your organization. That’s where we come in. InvestTech professionals, inclusive of our founding Principals, have the expertise to find technology solutions to solve your most complex problems—because they’ve been in the trenches with their sleeves rolled-up, gaining knowledge and prepared to plan for and meet any challenge. We help you develop a Strategic Technology Plan that abides by your firm’s mission and integrates into your overall strategic plan.

InvestTech’s strategic expertise extends into Systems Architecture , Business Process and Data Management . Our skilled investment management consultants will develop a plan for your firm that ensures that technology goals are clarified, priorities established, relevant stakeholders organized, and evaluation systems created—all before making hardware, software or internet presence decisions. And the end result leaves you with scalability to continually evaluate and shift the plan over time.

Strategic Planning Framework

InvestTech has developed specific documents, tools and methodologies that have evolved and matured to become part of the marketing advantages and core business process that we utilize in our consulting practice. Many of these procedures have been through multi-year development cycles and have been improved on a project-by-project basis. These components provide us with the advantage of improving the reliability and efficiency of our projects thus allowing us to reduce cost and improve the success factor for out clients.

At a high-level, InvestTech’s Systems Architecture and Operations Review methodology has been refined over twelve years based on direct experience working with the investment industry’s largest asset management and pension plans. This top-down approach is designed to ensure operations and technology is supporting the business strategy, and to maximize buy-in throughout the organization to ensure successful results.