Our consultants have extensive experience across the front, middle and back office investment management lifecycle. This includes Portfolio Management, Trade Order Management & Execution, Performance Measurement, Compliance & Risk and Clearing & Settlement. We have helped asset management organizations analyze and optimize their project and application portfolios resulting in lower costs, improved revenue and additional control.

Our Asset Management offering includes strategic roadmaps, application rationalization, vendor evaluation and selection, program and project management and product implementation services. Our team of experts has extensive experience working with leading asset management vendor products including Charles River, MacGregor, Longview, Portware and Eagle PACE & STAR.

We work closely with our clients to address their investment performance measurement and reporting requirements. We offer guidance and advice to our clients on GIPS standards, build GIPS compliant performance presentation & reporting, assist clients maintain on-going GIPS compliance by helping them understand and implement upcoming GIPS changes.

ForwardThink Consulting works with leading Wealth Management firms across multiple segments including Retail Brokerage, Mass Affluent, Family Office, and Private Banking. Our team has helped leading providers significantly improve business processes across the full wealth management life cycle including client on-boarding, on-line channel management, advisor platforms, integrated reporting and customer analytics.

Our team has extensive experience with client acquisition and retention as well as transaction execution, reporting and contact center services. Additionally, we have helped large wealth managers launch new products and services by providing expertise from product initiation through client on-boarding and execution.

ForwardThink works with the leading Global and Regional Banks with their Commercial, Wholesale and Retail Banking needs. Our team helps organizations with payment processing, treasury and custody services along with customer acquisition and retention.

We have helped large global banks launch white label services from product initiation through client on-boarding and execution. Our team has helped banks review their outsource providers and initiate cost savings initiatives as well as integrating solutions from multiple merged organizations. We have also assisted leading Credit Unions in improving member retention and expansion as well as optimizing overall business processes.

We have experience working with many of the leading Banking product and service providers including Fiserv, Jack Henry, Fidelity Information Services, Metavante, Mysis, Temenos, Sanchez and Open Solutions.

Our team has worked extensively with high and low touch flow across the front, middle and back office. Our Capital Markets offerings include strategic roadmaps, application rationalization, low latency trading architecture and trade repository design. We have experience across all asset classes including Equities, Debt, FX and derivatives.

Our team has extensive experience with leading application providers including Portware, Fidessa, Tibco, Sonic and Solace. We have helped companies make decisions around self-clearing versus fully disclosed outsourcing and have managed the conversion and implementation of leading clearing platforms from Fidelity, ADP and Pershing.