Infovest aims to streamline investment processes by optimising the management of investment data. Consulting services are typically focussed on the implementation of Infovest products, but in addition to this we use our vast array of technical and investment data knowledge to assist investment firms in several key areas:
- Architectural guidance:
Assembling the many operational cogs that drive the typical investment management business is not a simple task. In our many years of industry experience we’ve seen architectures that work and those that don’t work. - Systems integration:
Every investment firm runs their own unique blend of specialist internal and outsourced vendor systems. Infovest consultants can assist in designing and implementing the integration layers necessary to operate smoothly. - Investment process optimisation:
We are systems thinkers and spend our working days optimising processes. With particularly strong experience in the back and middle offices we provide solidly grounded process advice. - Outsourcing advice:
There is no single answer to the ‘should we outsource?’ question. Each investment manager is unique and every relationship with a third party administrator/custodian is unique. But there are many factors that can influence the decision. - Strategic investment IT direction and planning:
We are a successful IT company and we deal with a wide range of IT departments on a daily basis. This gives us the credibility to advise on investment IT strategies.
