Technology

Basis Point Group brings unmatched value to the strategic systems planning stage — defining needs, mapping to application and data architectures, documenting and facilitating vendor selection. Often, we manage or even "ride shot-gun" on implementations.

Planning and implementation projects may involve:

• Strategic IT Planning
• Implementation Planning and Execution

Strategic IT Planning (Overall Architecture)
Global integration of fund accounting, financial accounting, compliance, performance measurement, custody (outsourcing strategy) and client reporting.

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Implementation Planning and Execution
Program, project, and implementation of management assignments with specialization in:

• Market, price, or data feed rationalization
• Global equity trade order management
• Global fixed income trade order management
• Derivatives trade order management and deal tracking
• Treasury and short term trade order management
• Portfolio recordkeeping and client reporting
• Trust and fund accounting
• Compliance and operations risk management
• Performance measurement and attribution
• Custody or third-party investment services application

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We've helped the world's largest institutional investment, money management, fund managers and insurance companies plan for and implement the right technology. Learn more...