System Consulting


We determine the effectiveness of how current systems are used in the process. We also assist firms in the initial implementation of new systems to insure the best results.

  • Analyze-Determine how a new replacement system will interact with existing systems and processes
  • Plan-Determine how to integrate the new system including how to convert balances and positions during the process
  • Goals-Create roadmap of dependent task with timelines and responsibilities
  • Testing- Establishing a rigorous test plan data set to insure accurate conversion of date
  • Management – We can manage the entire integration project based on the Goals we set.

Integration/Conversion Areas we Typically Cover

  • Trading Systems
  • Clearance and Settlement Systems
  • Accounting Systems
  • Tax and Reporting Systems
  • File Integration with outside system providers