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Evaluation Of Portfolio Mngt Solutions PMS

Evaluation of Portfolio Management Solutions

Many asset managers today still rely on proprietary Excel or Access solutions that are error-prone and unstable. Manual interfaces must be constantly updated by individual experts.

In addition, business processes around investment decisions are not supported digitally end-to-end, and the universe of asset classes is limited. Investors and regulators increasingly expect asset managers to use standard solutions.

Our regularly updated market radar with information on Portfolio Management System solutions as well as our extensive capability list accelerate project time to evaluate off-the-shelf solutions. Our proven project methodology not only ensures that selection phases are transparent and comprehensible at every stage, but also creates a stable foundation for a successful transition to the implementation phase and a long-term relationship with the vendor.

Client benefits

  • Complete analysis and prioritization of current and future business capabilities, based on standard PMS capability list
  • Ensure the best possible solution selection thanks to the finalix PMS market radar
  • Efficient shortlisting and vendor selection through our tried and tested proven solution evaluation project methodology

finalix contribution

  • Project management and coordination of the solution evaluation
  • Preparation of questionnaires and functional requirements
  • Communication with vendors during RfI and RfP phases and organization of demo workshops and reference visits
  • Preparation of the evaluation catalog and recommendation of candidates for the next round
  • Calculation of a cost/benefit analysis
  • Preparation of the recommendation paper for the attention of the Executive Board

Our experts

Jochen Dzienziol 1
Managing Partner
Adrian Hartmann 1
Senior Manager

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