Services
Finnovative offers this suite of services to guide clients in assessing solutions by leveraging our experience with the broad investment management market. Finnovative has helped over 80 investment firms to avoid pitfalls, leverage their resources, and meet business goals.
Consulting and Advisory Services
GIPS® Advisory, Implementation, Verification and Maintenance Click for more info
- Recognized as a Service Provider by GIPS® (Global Investment Performance Standards) organization of the CFA Institute.
Strategic Operations and Technology Assessment and Roadmap
- Architectural Review, Assessment and Roadmap for front, middle and back office
- Evaluate operational workflow and risk management policies and procedures
- Analyze data and information flow
- Identify redundancy, gaps, and inefficiency sources and make recommendations to align with Best Practices
- Provide Cost, timeline, resource needs estimates so that investment firms can budget and prioritize your initiatives
Systems Analysis, Search, Evaluation and Selection
- Define Requirements and prepare formal RFPs
- Conduct Search, Selection, and Negotiation
Disaster Recovery Planning
- Firm-wide compliance analysis; Conduct Mock Audits
- Design, Maintain, and Validate business continuity plans
Operations Support, Data Integrations and Implementations
Operations Support: Infrastructure and Back-office support including systems, databases, data-feeds, and network support services.
Data Integration and Implementations: Finnovative has worked with business users, IT, and third party vendors to ensure that solutions including Portfolio Accounting, Trading, Analytics, and Reporting applications are implemented in a quality and timely manner to accommodate the specific requirements and flexibility needed by clients.