Products by InvestTech Systems Consulting, LLC
  • Consulting Services

    We are the leading Investment Data Management, Technology and Operations consulting firm for buy-side investment managers. We have successfully managed over 400 engagements including investment systems selection studies, solution implementation projects, operations re-engineering, application... Read More
  • Strategic Planning

    For InvestTech, Strategic Planning is at the core of our business—because if you don’t have a solid path you won’t get where you want (and need) to be. That is where we come in. InvestTech professionals, inclusive of our founding Principals, have the expertise to find technology solutions to... Read More
  • Project Management

    InvestTech's track record for running successful implementation projects is unparalleled in the investment systems industry, thanks to development of a structured project management methodology for large, complex buy-side institutional project implementations. We have refined our InvestTech... Read More
White Papers by InvestTech Systems Consulting, LLC
  • Recent Trends & Insights: Order Management Systems By

    Costly regulatory reforms have changed today’s Order Management Systems (OMS). What are the key capabilities asset managers are demanding today? This white paper explores recent trends in OMS software solutions, and provides insight into how buy-side asset managers can leverage... Read more
  • Outsourcing your GIA Accounting By

    The decision to outsource is an extremely difficult one to make due to the complexities and risks surrounding insurance assets. This white paper will help identify the decision points and unique requirements surrounding the accounting and reporting for GIA assets. Read more
  • Complex Workflows in Markit EDM By

    Master Data Management tool adoption is on the rise. Investment firms are looking not only to collect, master, and validate data from multiple sources, but to do so in a fully automated, exception-only mode. InvestTech has helped firms configure and develop Markit EDM, and implemented... Read more
News about InvestTech Systems Consulting, LLC
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