Our client, a specialized investment manager, is an affiliate of one of the world’s largest asset manager.
The parent company made a strategic decision to decentralize a majority of the shared services it provided, primarily in the areas of operations and technology, down to affiliates
As a result, our client had to replace the portfolio accounting, performance measurement, straight-through processing, and reconciliation systems currently provided by the parent company. This included batch processes, workflows, and internal controls.
After a system search-and-evaluation process, the firm decided to implement Eagle’s STAR & Performance Modules. The firm also decided to implement Brown Brothers Harriman’s Infomediary product for trade settlement and reconciliation.
The client asked Cutter Associates to manage and assist in the implementation of the Eagle platform.
Facing an extremely aggressive and immovable deadline, we took on the following roles and responsibilities:
With our expertise, the client was able to meet all of its project objectives, on time and on budget.
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