{"id":6497,"date":"2022-11-23T12:45:32","date_gmt":"2022-11-23T10:45:32","guid":{"rendered":"https:\/\/finalix.com\/?post_type=dienstleistungen&#038;p=6497"},"modified":"2023-10-23T10:58:52","modified_gmt":"2023-10-23T08:58:52","slug":"evaluation-of-portfolio-management-solutions","status":"publish","type":"dienstleistungen","link":"https:\/\/finalix.com\/en\/expertise\/services\/evaluation-of-portfolio-management-solutions\/","title":{"rendered":"Evaluation of Portfolio Management Solutions"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Client benefits<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Complete analysis and prioritization of current and future business capabilities, based on standard PMS capability list<\/li>\n\n\n\n<li>Ensure the best possible solution selection thanks to the finalix PMS market radar<\/li>\n\n\n\n<li>Efficient shortlisting and vendor selection through our tried and tested proven solution evaluation project methodology<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">finalix contribution<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project management and coordination of the solution evaluation<\/li>\n\n\n\n<li>Preparation of questionnaires and functional requirements<\/li>\n\n\n\n<li>Communication with vendors during RfI and RfP phases and organization of demo workshops and reference visits<\/li>\n\n\n\n<li>Preparation of the evaluation catalog and recommendation of candidates for the next round<\/li>\n\n\n\n<li>Calculation of a cost\/benefit analysis<\/li>\n\n\n\n<li>Preparation of the recommendation paper for the attention of the Executive Board<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Even small and mid-sized asset managers are now replacing their proprietary Excel solutions with proven standard solutions. Our proven evaluation procedure ensures the selection of the most suitable solution.<\/p>\n","protected":false},"featured_media":7767,"template":"","expertise":[108],"class_list":["post-6497","dienstleistungen","type-dienstleistungen","status-publish","has-post-thumbnail","hentry","expertise-portfolio-asset-management-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/dienstleistungen\/6497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/dienstleistungen"}],"about":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/types\/dienstleistungen"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/media\/7767"}],"wp:attachment":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/media?parent=6497"}],"wp:term":[{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/expertise?post=6497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}