Let us help you realize the organizational benefits and ROI of your investment technology initiatives sooner so that you can achieve your business goals.
Plan and execute projects in a way that accounts for organizational capabilities in order to ensure solution’s future sustainability
What We Do
Bridge Investment Systems Consulting helps buy-side financial institutions and investment management firms achieve success by providing a practical and sustainable approach to investment system implementations. We specialize in solutions for accounting, performance, trading, compliance, attribution, risk, business intelligence and reporting for front, middle and back office operations.
Project Governance Strategy
Data Management Strategy
Investment Systems Architecture
Operating Model Reviews
Requirements Reviews
Investment Systems Selection
Data Management Platform Review
Proof of Concept (POC) Management
Platform Implementation
Solution Migration
Enterprise System & Data Integration
Data Governance Implementation
Success in all implementations ranging from simple, short-term initiatives to complex, long-term ones, including successful delivery of previously failed implementation attempts
Ability to overcome implementation challenges by developing unique and innovative solutions specific to clients needs, thus keeping projects on track and costs down
Deviating from traditional “cookie-cutter approach” by following operating principles that recognize the uniqueness of each clients’ structure, requirements, resources, and constraints
Recent, relative experience with vendors, investment management firms, consulting firms, custodians and related technologies
