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Services

What we can help with

Our work falls into five areas. Most projects combine two or more of them.

01

Investment accounting frameworks

The rules and structures that decide how investment activity becomes accurate books and records.

Designing and reviewing investment accounting frameworks
Aligning the investment book of record with the accounting book of record
Documenting policies and controls so they can be followed and audited

02

Process automation and re-engineering

Finding where time and accuracy are lost, then fixing it.

Mapping how work really flows today
Removing manual steps and automating repetitive work
Redesigning processes end to end, with the team that runs them

03

Systems: deployments, enhancements and decommissioning

Support across the whole life of a system.

Deploying new systems and getting them into production
Enhancing existing systems to fit changing needs
Planning and carrying out decommissioning, including what happens to the data

04

Training

New processes and systems only work if people are comfortable using them.

Training for staff on new and changed processes and systems
Material written for your own procedures, not generic slides

05

Custom software

When no product fits, we build software to suit the job.

Tools and integrations built around your process
Built with the people who will use them, and handed over properly

How a project runs

Three steps, and we leave it running.

UnderstandWe learn how the work is done today, and what is getting in the way.
DesignWe agree the target process, system or framework with the people who will use it.
Deliver and hand overWe build or change what is needed, train your team and leave it running.

Talk to us about your project

A short message is enough to start.