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Roadmap Technology and Business Processes
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- Review Research, Trading, and Accounting, Compliance systems and Align with Best Practices
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- Vendor Search: Define Requirements for RFP, Conduct Vendor Evaluation, Search, Selection, and Negotiation
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- GIPS: Advise on Eligibility and Composite Creation
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- Disaster Recovery Planning and Compliance Analysis
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- Business Process and Data Analysis
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- Integration, Development, and Customization, and Support for systems:
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Portfolio
Management
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Accounting
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Trading
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Research
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Analytics
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Reporting
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| Ø |
Data
Warehouse |
| Ø |
Compliance
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