InvestTechâs structured implementation approach included a review of the clientâs investment and trading workflows, as well as compliance and data integration requirements. InvestTech consultants provided project planning and implementation support including future-state design recommendations for pre- and post-trade compliance rules, business workflow processes and procedures, user access roles conforming to SOX controls, and recommendations for data flow processes.
InvestTechâs successful track record for Order Management System (OMS) implementations can be attributed to their hands-on experience and implementation methodology, industry expertise, and capability to analyze current and future state business needs.
Bennett Kaplan, InvestTech principal commented, âInvestTechâs OMS consultants are among the most skilled and experienced in the industry. Our specialized OMS team has recently been involved in some of the industryâs most significant trading system rollouts. The teamâs product-specific knowledge, coupled with their understanding of trade order management workflow and their expertise with data integration, makes InvestTech the sensible choice for OMS implementations and upgrades.â