Technology Strategy & Implementation

Aliter supports front to back technology redesign and development for vendor system integration and/or enhanced solutions through:

  • Business and functional requirements definition
  • Architecture design
  • Workflow development
  • Testing
  • Business system analysis
  • Implementations and conversions
  • Agile project management
  • Data governance

Below is a sample of the relevant experience and services that our team has supported.

Investment Operations & Technology Review

Conducted a review of a global investment manager’s investment operations and fund accounting business which involved detailed documentation of the daily tasks performed throughout the business.  Opportunities were identified to build scalability across five global investment locations.  The engagement resulted in the implementation of a global target operating and technology model.  The team managed the implementation and developed procedures as well as established data and technology workflows.   

Enterprise Data Management (EDM)

Supported the analysis of the firm’s global data requirements in an effort to build scalability and deploy new technology.  The team led the analysis of EDM solutions for 4 vendors, including administering the RFP and scoring the vendors against the business and technology requirements.  The team worked with the client to design the future state architecture and implement the designated platform across their investment locations.  The engagement resulted in the integration of an EDM solution with front office platforms, including Charles River and Aladdin.   

Investment Accounting

Managed the implementation and system conversion for an alternatives investment management firm.  The team provided industry expertise and drove the integration of front to back technology.  Functional areas included pricing and valuation, corporate actions, trading, derivatives/OTC processing, complex management and performance fee calculations, and portfolio and investor level reconciliations.  The project resulted in significant efficiencies, automated workflows, and a reduction in costs.  

We have the expertise and drive needed for plan execution.