Migrating to a new system or upgrading to a new version of an existing application can be a risky and complex project for an investment management organization. Your staff is very good at their jobs, but implementing a new system takes away their focus on keeping the current business processes running smoothly.

Adeptyx consultants have investment industry specialization that lets us focus intently on your projects and allows your staff to concentrate on existing business. We make sure that requirements are defined, scope managed, and resources scheduled and aligned in order to drive system implementation projects to successful and timely conclusions. Adeptyx has implemented systems across the entire application spectrum including CRM, Risk Management, Trading, Compliance, Investment Accounting, and Client Reporting. We have proven track records in successful delivery.

Our industry experience is platform neutral which allows us to recommend unbiased solutions that put your needs at the forefront, not just whatever is most expedient for the system vendor. We work effectively with vendor staff but we remain advocates for you and we make sure that the systems you implement are the best solution for your specific needs.

Aspects of implementations that we typically support include:

  • Project planning
  • Functional requirements
  • Interface requirements and design
  • Data conversion and data cleanup
  • Workflow and procedure design and documentation
  • Test script development
  • Test management
  • Testing and issue tracking
  • System configuration
  • Report design and development
  • Training documentation and user training

Case Studies:

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