Investment Platform Assessment - Global Asset Manager

A U.S.-based investment manager engaged TorreBlanc’ Advisory Practice to define a long-term strategic vision for its investment platform. The objective was to determine whether a full system replacement—specifically of the OMS and investment accounting platforms—was necessary, or if targeted enhancements could resolve key challenges: data integrity issues, fragmented environments, and OMS functionality gaps. Ambiguity around root causes and conflation of issues was hindering effective resolution and frustrating the font-office users. Read more here.

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