Systems Evaluation and Selection Expertise

InvestTech consultants have experience performing evaluations, implementations, data conversions and creating interfaces on a wide range of securities trading, portfolio and performance systems, as well as financial asset management systems. We continually strive to maintain current information on the leading systems and technology solutions available to institutional investors, as well as contemporary architecture strategies and best practices employed by the largest global investors. This includes actively monitoring the progress and activities of the market’s most well-known investment system vendors and an emphasis on ongoing product training for InvestTech consultants. At all times we strictly maintain our commitment to independence and objectivity.

InvestTech Investment Systems Requirements Reference Database

Our vendor qualifications and systems experience has enabled us to develop an extensive database of investment system requirements common to institutional investors that expedites the gathering and documenting of requirements. This database also ensures the completeness of the requirements evaluation process by including industry standards while surfacing those requirements unique to your firm as we sit together to discuss your needs.

InvestTech Evaluation Framework Scoring (EFS) Methodology

InvestTech has refined a quantitative EFS framework through years of experience with clients and vendors. We gather meticulous requirements to ensure that the specific needs of each functional group are catalogued. Working with management, we apply firm-wide prioritization to these requirements. RFP’s are prepared and vendor responses are collected and—perhaps most important—verified. We present the final results as a weighted ranking of vendor solutions based on the firm’s specific requirements.

Systems Evaluation and Selection Framework

Since we opened our doors, we’ve been working to develop a mature, quantifiable framework for streamlining the investment systems selection and evaluation process. This framework ensures a fast-track approach to completing the entire requirements analysis, RFI/RFP preparation and systems selection process without diminishing the product and vendor analysis and due-diligence process. Our framework is mature and well defined in the following areas: