FINARCH empowers capital markets firms to navigate the complexities of data migration from legacy systems to modern platforms with precision and confidence. Our deep expertise in many of the leading systems used, combined with a proprietary data migration tool tailored for capital markets, ensures seamless transitions while mitigating risks inherent in handling sensitive trading/positional data, performance data, and reference data. Legacy systems in this sector often house fragmented, inconsistent datasets—from manual spreadsheets to track Private Investors to decades old in-house databases—that demand rigorous validation and alignment with the new target system.

FINARCH’s customized data migration tool automates the extraction, transformation, enrichment and loading of this data, mapping it accurately to the target system’s requirements while preserving critical business logic. By addressing sector-specific challenges such as hierarchical instrument structures, pending transactions and positional data, and performance reporting needs, we ensure data integrity and continuity across front-, middle-, and back-office functions.

Our tailored solution simplifies the migration of high-stakes data through advanced data quality checks, cleansing, and reconciliation capabilities. For example, when migrating fixed-income portfolios, the tool intelligently parses legacy data formats (e.g., flat files or outdated APIs), and resolves reconciliation issues between book values, market values, amortization, and accrued interest for different accounting frameworks and then reconciles and explains the difference vs the legacy system, to ensure audit support. This reduces project risk, accelerates timelines, and minimizes operational disruptions during cutover to ensure you start Day 1 on a clean slate.

With FINARCH, data migration becomes a strategic catalyst for growth, not just a technical necessity.