Advisory
Whether your project is just beginning or you are seeking a fresh set of eyes on your current body of work, Basis Points Technology is happy to assist with your planning. Our combined 20+ years of experience in information technology and 13+ years in financial services empowers us to effectively understand the complexities around your business and system processes.
We have foundational experience in building custom technological workflows from the ground up, as well as helping you evaluate SaaS solutions for your specific operational needs.
We have cultivated key relationships with platform vendors, third-party market data providers, and seasoned industry colleagues who continue to provide an invaluable knowledge base to tap into at times. These relationships have been significant factors in our delivery of smooth platform evaluation-and-selection projects for our clients.
Your project may be at a point where external guidance is needed to assess the state of it. We would come in and take an “on the ground” approach by performing a thorough evaluation of your relevant architecture and workflows. Along the way, we would produce a detailed gap assessment, current vs future state workflows, and any additional supportive materials (if necessary).
Strategic Partnerships
As experienced investment management consultants, we take pride in our ability to quickly understand and adapt to your business needs. We have a wealth of experience in participating in and leading all areas of the project life cycle, which includes project management, business analysis, requirements, functional/technical designs, testing, and implementation.
If you are an asset manager, consulting firm, or vendor seeking an industry partner who has the flexibility to work remotely, onsite, and with offshore or globally located teams, we are more than happy to accommodate.
We can also slot into any development methodology — inclusive with industry-standard tracking solutions (Confluence, JIRA, MS Project, GitHub, TFS, SharePoint, etc.) — that your company or a client IT department adheres to such as Agile vs Waterfall, Microsoft or JAVA, and any hybridization thereof.
Our investment management clients range from $5.6 trillion to $13 billion in AUM who initiate projects spanning from enterprise-scale to single-platform implementations. We have implemented everything from end-to-end global regulatory reporting processes to complete “book of record” solutions and order management platforms all centralized around global equity, fixed income, alternative, derivative, and FX currency assets.
Data Management
We understand that data is one of your firm’s most valuable assets. As the financial services landscape grows increasingly competitive, asset managers are in greater need of skilled data professionals who truly understand the value of timely and accurate data.
At Basis Points Technology, our professionals have a strong foundation in data analysis, extract, transformation, delivery, and reconciliation through our years of working with technologies such as MS Access, Excel, SQL, Crystal Reports, XML, and various ETL tools. But we have also capably adapted to learning complex third-party data workflows in platforms such as Eagle Data Management, BlackRock Aladdin, Charles River Investment Management System (CRIMS), Bloomberg Terminal, and UnaVista.
Great strides have already occurred in the areas of data science, APIs, microservices, cloud hosting/integration, and Business Intelligence reporting. In response to this, we continue to seek out projects, trade publications, and forging down certification paths to enhance our knowledge in them.
We are not ones to “take our work home,” but our passion for working with data tends to find its way into our first and last thoughts of the day — and that is fine by us.