Mergers, acquisitions, and spin-offs consist of many moving parts. It’s difficult to focus on all of them. Your office is adjusting and adapting to the new conditions that inevitably come with M&A. We offer a fresh perspective and the technical expertise to make your transition seamless and cost-effective.
A Seamless Way to M&A
A Seamless Way to M&A
Mergers, acquisitions, and spin-offs consist of many moving parts. It’s difficult to focus on all of them. Your office is adjusting and adapting to the new conditions that inevitably come with M&A. We offer a fresh perspective and the technical expertise to make your transition seamless and cost-effective.
Our Experience is Your Advantage
- $100B+ in converted assets
- Decades working with all major platforms: Addepar, Advent, Portfolio Center, APL, & more
- Unique process of conversion and instance reconciliation for validation at multiple levels
- Awareness to recognize and curb project fatigue
- Set up and configure new system as needed
Our Experience is Your Advantage
- $100B+ in converted assets
- Decades working with all major platforms: Addepar, Advent, Portfolio Center, APL, & more
- Unique process of conversion and instance reconciliation for validation at multiple levels
- Awareness to recognize and curb project fatigue
- Set up and configure new system as needed
Access Refined Conversion
& Reconciliation Processes
For Regular Conversions:
- Collaborate to review and understand the types of accounts and data you need moved
- Convert all data including reconciliation data (performance, holdings, attributes, ect.)
For Transaction Conversions (Recommended for Best Results):
- See Above
- Identify lowest level of transactions
- Use unique reconciliation practices to validate the transaction
- Confirm using metrics from returns
Access Refined Conversion
& Reconciliation Processes
For Regular Conversions:
- Collaborate to review and understand the types of accounts and data you need moved
- Convert all data including reconciliation data (performance, holdings, attributes, ect.)
For Transaction Conversions (Recommended for Best Results):
- See Above
- Identify lowest level of transactions
- Use unique reconciliation practices to validate the transaction
- Confirm using metrics from returns
How does your tech stack up?
How does your tech stack up?
