Management & IT Solutions for Investment Management

City Integration are front-to-back experts with hands-on business change experience covering the entire investment and project life cycle. Our consultants not only have market leading project management and IT expertise, but they also speak the same business language as the client be they asset manager, asset owner, wealth manager or software vendor.

This understanding ensures that the cleanest and highest performing solution is delivered to our clients be it a system upgrades, migration, implementation, Target Operating Model reviews, a new product or fund launch etc.

Middle and Back Office Outsourcing

In addition to a wealth of experience at Investment managers and software providers, our team have also worked directly for the major third party service providers. Hence we have a unique perspective on these challenging and complex projects.

This experience and unique insight gives us the edge to deliver these projects in a fast, yet comprehensive manner with minimum disruption during the change period to on-going BAU activities.

Project Management Certification & Approach

Our consultants have certification across the board in the major project management (PRINCE, Agile ) and software development methodologies.

We believe a degree of pragmatism is also important to take the most the from the recognised methodologies, but also retain focus on the key deliverables to deliver the project on time and on budget

Data Solution

Data is the new gold and how well an investment management firm manages and utilises it will be a major success indicator to growth. Our consultants have significant expertise across data best practice and data governance frameworks using the latest technologies. We can guide you through the decision making process to outsource, in-house build or hybrid type solutions.

We also have extensive experience in designing target operating models to support new data initiatives both from a front-to-back client perspective and front-to-client via our engagements with fintech providers.

After people, data are a firms most valuable resource.

RFP Management, Vendor Selection and Fintech Advisory

Our consultants are highly experienced in running full RFP and vendor selection activities. We also maintain market intelligence on leading vendors to provide accelerator type analysis to assist in initial business case thinking.

Our consultants are experienced in both specific vendor selection and also in enterprise landscape type RFPs, including but not limited to change of Custodians and service providers.

Areas of system expertise include:

• Trade Order / OMS
• Execution management
• Portfolio management PMS
• Fund accounting platforms and providers
• Investment ( I-BoR ) and Account Book of Record (A-BoR)
• Risk Management
• Compliance and regulatory reporting
• Performance measurement and attribution

We also maintain strong engagement with fintech’s for new product awareness and to well position ourselves for new client requirements around new tech and financial product types such as ML, DL, Blockchain and cryptocurrencies.

Our consultants actively keep track of new market trends and products via webinars, product discussion forums and thought leadership groups so they are best placed to offer the best to clients.