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Systems Search & Selection

Investment technology is always advancing.  When you identify legacy systems that need replacing or a need for new systems to support the business, turn to Cutter Associates to help you make informed decisions.  We bring you the knowledge on the newest products, upgrades, technology trends, and industry best practices.  Using our comprehensive guidance, you can quickly and efficiently narrow the universe of available solutions to find the perfect match for your unique mix of infrastructure, budget, timeframe, culture, resources, and strategic direction. Our impartial advice is always client focused – that’s why it is proven and trusted throughout the investment industry.

Perspective and Consensus

Since 1997, Cutter Associates has guided clients through more than 300 successful search and selection projects. We provide a comprehensive process to identify a range of suitable tools from the front to back office that meet your requirements for functionality, timeframe, budget, and integration with existing systems. Once you know all the viable options, we help you arrive at a consensus decision.

Our Process

Tailored to Your Requirements

To build out a framework of suitable solutions, we use our comprehensive CutterResearch Library as a starting point. But we are always mindful that the best solution for one client may not be the best for you. We work with you hand-in-hand to develop a customized Request for Proposal (RFP) to generate a complete picture of the relevant vendor landscape and help determine which products are best suited to your needs.

Comprehensive Understanding

Our experts thoroughly analyze and score the RFP responses, and the highest scoring vendors become the finalists. We invite the finalists to demonstrate their products in scripted scenarios that we host for you. The demonstrations help you fully understand each product’s functionality in the context of your specific requirements.

 

Impartial Recommendations

Before making our final recommendations, we perform comprehensive due diligence on the vendor finalists, including a full cost/benefit analysis, pricing, and negotiation of contract and service levels. Most importantly, we are always mindful of our obligation to provide a completely impartial final recommendation for the most suitable solution. We have no strategic or other alliances with any vendor, and we remain independent and unbiased throughout the entire search and selection process.

CASE STUDY

Replace a Proprietary System

With many options to choose from, we provide clarity around each solution's capabilities and, more importantly, how it can meet your particular needs.

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MEMBER RESOURCES

Rethinking Research Management
Jun 17, 2020

This report on investment research management provides information about asset managers and asset owners current investment research practices and challenges and the systems that support investment research management by creating, organizing, searching, and sharing research content.

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Data Science and Analytics for the Front Office
Jun 17, 2020

This research explores how investment management firms are using data analytics technologies to inform and streamline investment processes. It covers how firms can best organize to support data analytics, the role IT and data management play, and the skill sets and tools that can help.

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Alternative Investments: An Update to the 2019 Report
Jun 17, 2020

This report on alternative investments provides information about solutions that can be used at various stages of the investment lifecycle, including support for due diligence, deal pipeline management, portfolio construction, portfolio monitoring and analysis, and operational support. This is an update to the 2019 report.

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Order Management Systems
Jun 17, 2020

Investment managers have witnessed some significant changes across the OMS vendor landscape. Vendors are offering expanded functionality and services, and vendors of OMS designed for hedge funds or small asset managers are vying for market share

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Governance, Risk, and Compliance (GRC)
Oct 25, 2019

This report contains the results of Cutter Associates research on governance, risk, and compliance (GRC) for investment management. It includes information on industry issues and trends, challenges and best practices, and GRC systems.

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Alternative Investments
Oct 25, 2019

This report on alternative investments provides information about solutions that can be used at various stages of the investment lifecycle, including systems that support contact management, due diligence, deal pipeline management, document management, portfolio construction, portfolio monitoring and analysis, and operational support.

Learn More

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