Implementation & Management
Unlock the potential Cloud®
Project Management and Oversight
- Manage and execute Trading & Risk Management and ALM development projects involving coordinated activity among Capital Markets, Finance, Treasury and other stakeholders.
- Implement agile methodologies to improve responsiveness and efficiency in managing projects and initiatives.
Technical Infrastructure Advisory Services
- Infrastructure Assessment: Evaluate client’s current infrastructure to identify any gaps or areas for improvement.
- Scalability Planning: Determine scalability requirements of the suites.
- Availability and Disaster Recovery: Design solutions to ensure availability and disaster recovery capabilities for the suites.
- Security Considerations: Advise on security best practices.
- Integration Planning: Plan for the integration of the suites with existing systems and data sources.
- Performance Optimization: Recommend performance tuning strategies to optimize the performance of the suites.
- Compliance and Regulatory Requirements: Ensure infrastructure meets industry regulations and compliance standards.
Framework Setup and Implementation
- Set up the framework environment and configure it according to your needs.
- Customize modules and workflows to align with your business processes.
- Integrate with existing systems and databases as necessary.
- Test thoroughly before deployment.
- Leverage continuous integration and deployment (CI/CD) practices to streamline updates and enhancements without disrupting operational activities.
Portfolio Set-Up (All Instruments and Positions)
- Define your portfolio structure, including asset classes, sectors, and geographic exposures.
- Import existing positions and instruments into the system.
- Ensure accurate data entry and reconciliation.
- Regularly update positions and instruments as needed.
Validation Tools and Scripts
- Develop validation scripts to ensure data integrity, consistency, and accuracy.
- Implement checks for pricing data, trade execution, and compliance rules.
- Automate validation processes to reduce manual effort and errors.
- Monitor validation results and address any discrepancies promptly.
Integration with Internal and External Models
- Integrate with internal and external risk models, valuation models, and analytics platforms.
- Establish data pipelines for seamless data exchange between systems.
- Ensure compatibility and consistency across different models and platforms.
Price Sourcing and Validations
- Source pricing data from multiple providers to ensure accuracy and reliability.
- Implement validation checks for price feeds to identify discrepancies.
- Develop fallback mechanisms for handling missing or erroneous prices.
- Monitor market data sources for updates and adjustments.
Reporting and Analytics Tools
- Design customizable reports and dashboards to visualize portfolio performance and risk metrics.
- Incorporate drill-down capabilities for detailed analysis.
- Integrate with BI tools for advanced analytics and data visualization.
- Automate report generation and distribution workflows.
Regular Updates and Maintenance
- Schedule regular updates for software patches, security fixes, and feature enhancements.
- Conduct periodic reviews of system performance and scalability.
- Monitor data quality and consistency over time.
- Provide ongoing support and training for end-users.
- Stay informed about industry trends and regulatory changes to adapt the framework accordingly.
- Communicate with users to gather insights and prioritize updates based on user experience and needs.