Technology Transformation Services for Institutional Asset Management
FINARCH is a management consultancy and technology integrator specializing in Institutional Asset Management. We guide asset managers through technology transformation, integration, and optimization with a consultative and strategic approach.
Our structured service offering ensures each technology decision aligns with your operational strategy and investment objectives, delivering efficiency gains and robust long-term performance.
Product Selection
Helping you evaluate and select optimal technology solutions aligned with your strategy and objectives.
We partner with institutional asset managers to navigate the complex landscape of portfolio management and trading systems, data platforms, and analytics tools. Our team ensures that chosen solutions fit your operational workflows and investment goals.
Key activities in this phase include:
Needs Assessment & Strategy Alignment
We work closely with your stakeholders to understand business requirements, operational processes, and investment objectives. This ensures technology selection is grounded in your strategic and operational priorities.
Market Scan & Vendor Evaluation
FINARCH leverages industry insight and proven frameworks to identify leading software platforms and service providers. We conduct objective evaluations (e.g. structured RFI/RFP processes and demos) to compare options against functional needs, scalability, and compliance requirements.
Due Diligence & Risk Analysis
Our consultants perform thorough due diligence on shortlisted solutions – reviewing capabilities, integration compatibility, and vendor stability. This mitigates selection risk and ensures the chosen system will support your organization’s growth without unforeseen operational issues.
Recommendation & Selection Support
We provide data-driven recommendations and facilitate decision-making workshops with your leadership. FINARCH remains an unbiased advisor through contract negotiations and final selection, ensuring the technology selected aligns with your target operating model and long-term strategy.
Tech Stack Assessment
Reviewing and optimizing your existing technology ecosystem to improve efficiency, reduce risk, and enhance data integrity.
FINARCH conducts a comprehensive assessment of your current technology stack – spanning front, middle, and back-office systems – to identify opportunities for optimization. We aim to streamline processes, eliminate bottlenecks, and strengthen data management.
Our approach includes:
Current-State Mapping
We review your end-to-end architecture and workflows, cataloging all applications, databases, and interfaces in use. By interviewing users and IT teams, we pinpoint pain points such as manual workarounds, redundant systems, or data silos.
Efficiency & Gap Analysis
Our experts evaluate the operational efficiency of your tech stack against industry best practices. We identify gaps in functionality, performance issues, and sources of operational risk (e.g. legacy systems lacking support or controls).
Data Integrity Review
We examine data flows and data management processes to uncover issues with data quality, consistency, and accessibility. Ensuring clean, integrated data across platforms is a priority to support accurate reporting and analytics.
Optimization Roadmap
Based on our findings, FINARCH delivers a strategic roadmap for tech stack optimization. This may include recommendations to decommission or replace outdated tools, integrate disparate systems for straight-through processing, enhance cybersecurity measures, and implement data governance improvements. Each recommendation is prioritized by impact on efficiency, risk reduction, and alignment with your business objectives.
Product Implementation
Managing end-to-end deployment of new solutions, with seamless system integration and data migration for a smooth transition.
Once the appropriate solutions are selected, FINARCH leads the end-to-end implementation to turn your technology vision into reality. We use a structured project management approach to ensure on-time, on-budget delivery while minimizing disruption.
Our implementation services cover:
Implementation Planning & Governance
We develop a comprehensive project plan that defines scope, timelines, resource allocation, and risk management measures. Clear governance is established to keep all stakeholders aligned through regular status updates and issue tracking.
System Configuration & Integration
FINARCH’s technical specialists configure the new system to your requirements and design integrations with existing platforms (e.g. trading systems, accounting, data warehouses). We ensure seamless system integration, so data flows and processes work end-to-end across the enterprise.
Data Migration & Testing
We manage the secure migration of historical and live data from legacy systems to the new solution, with thorough validation to preserve data integrity. Rigorous testing cycles (unit testing, system integration testing, user acceptance testing) are executed to catch and resolve issues early, ensuring a smooth go-live.
Change Management & Training
Recognizing that technology projects are also people projects, we coordinate change management activities. This includes user training sessions, updated procedure documentation, and open communication to prepare your team for new workflows. By go-live, users are confident and equipped to leverage the new tools effectively.
Go-Live Support
During deployment, our team provides hands-on support and troubleshooting. We closely monitor system performance and user feedback in the early days of going live, quickly addressing any issues to stabilize operations. FINARCH’s presence ensures a seamless transition with minimal downtime or disruption to your daily business.
Project Support
Providing post-implementation optimization and ongoing support to ensure long-term operational success.
FINARCH remains a committed partner even after the initial project implementation is complete. We offer continuous support and advisory services to help you get the most value from your technology investments over time.
Our post-implementation support includes:
Post-Implementation Review & Optimization
After go-live, we conduct a thorough review to measure performance against initial KPIs and objectives. We identify any process inefficiencies or user adoption issues and refine system configurations or workflows as needed. This optimization phase helps you realize the full benefits of the new technology.
Ongoing Advisory
Our consultants provide ongoing strategic advice as your business evolves. We assist in adapting the system to new product lines, regulatory changes, or market developments. FINARCH serves as a trusted advisor, keeping you informed of industry best practices and emerging technologies that could further enhance your operations.
Technical Support & Maintenance Coordination
We offer support services to troubleshoot technical issues, liaise with software vendors on your behalf, and plan for system upgrades or enhancements. By proactively managing the technology lifecycle (patches, updates, scalability planning), we help reduce operational risk and avoid downtime.
Optimization Roadmap
To ensure long-term success, we provide periodic training refreshers and onboarding for new team members. Our approach reinforces best practices in using the system and maintaining data integrity. Over time, we empower your internal teams to take full ownership, with FINARCH available as needed for expert guidance.
Strategic Partnership For Long-Term Sucess
FINARCH’s goal is to build a lasting partnership. We remain engaged through quarterly check-ins or service reviews to ensure the technology continues to align with your strategy and performance expectations. This ongoing relationship means you have a seasoned partner to support future technology initiatives, integrations, or optimizations as your firm grows and the industry evolves.
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Experts
Kasper Christensen, MFin
Partner
Omar Dapul
Partner
