Collaborating With Vendors

Vendors have sound and proven system implementation strategies and processes, but they may not be able to see the full impact of change on your organization. We bridge that gap.

Filling the Role You Need

Cutter can provide end-to-end project resources or just those resources missing from your team, allowing you to focus on the areas where you add the most strategic value.

Delivering Domain Expertise

Our Delivery Framework centers on consultants with domain and systems expertise and provides the right amount of flexibility to adapt to specific client and vendor strengths.

How We Guide You Every Step of the Way


Pre-Implementation Planning

Defining your business objectives is the first step to achieving and measuring success throughout the project. We help you set the North Star for your project.

Project Management and Governance

Planning, dependency coordination, and communication are all critical to prevent delays and misunderstandings across multiple teams. We work with you to institute and carefully execute against a project plan.

Risk Management

While each implementation is unique, Cutter has almost seen it all. So we can help you identify, prepare for, minimize, or ultimately avoid, common pitfalls.

Quality Control

Whether you’re building in-house solutions or implementing a vendor tool, we provide the continuous, disciplined, and integrated quality control that implementation projects require.

Testing and Training

We partner with you to successfully transition knowledge and daily activities to your internal teams.

Change Management

With any system implementation, processes and, possibly, roles will change. We help you plan for and manage the impact on your culture and people.

Why Partner With Cutter on Your Implementation Project?

  • We work exclusively with investment managers to shape reliable, agile, and integrated solutions across the entire investment processing lifecycle.
  • Because of our deep industry knowledge and relationship base, we understand your business requirements and desired outcomes, and translate this experience into what is possible with the vendor and best for you.
  • Our consultants bring abundant real-world expertise with vendors and investment managers, helping identify common risks, challenges, and solutions to establish best practices and realize an efficient operating model.
  • We have access to a deep domain and systems reference library that houses best practices and lessons learned from Cutter Research, Cutter Consulting search-and-selection projects, and prior implementation projects.

Cutter Associates has successfully completed more than 700 projects for world leaders in the investment management industry. Start your business transformation with us today.