This section highlights some of the business applications which we think are especially important for firms to work on to improve client service and stay competitive.

Straight Through Processing (STP) is key to cutting risk and cost while improving client service.  We present a high level summary of our detailed STP model.

Client reporting is the visible aspect of administration.  Firms need high quality data and process architectures and more flexibility, more easily tailored content and different delivery methods.

Portfolio Performance measurement is critical to clients, portfolio managers and corporate management.   Processes and systems need to offer the most relevant analytics, enhance client reporting, comply with standards and integrate with other, often legacy, systems.

Order Management is fundamental to STP but worth considering on its own. Clients deal with more markets, products and third parties.  Internally firms need to meet compliance requirements, manage down risks, deal with cost and volume pressures, and integrate systems.

Reference Data Management is absolutely crucial to making decisions, managing exposures, calculating prices and reporting to clients.  Our Data Quality Management Service and supporting software can help clients manage quality and cut costs.

Outsourcing may help cut costs and reduce the need to manage upgrading skills and technology.  We can look at this both as something for an investment management firm to consider using and as a service to be provided.

In each of these areas we can offer a combination of practical experience, thinking, techniques and models to help clients clarify design and speed up implementation.