Front Office

Today's technology and business processes are challenged to support the needs of the evolving "front-office". Multi-asset trading, exposure based portfolio management, cash projections, follow-the-sun trading and portfolio compliance are all areas where the collection of best of breed applications that firms have pulled together to support their investment decision and execution processes needs review and rationalization.

Olmstead Associates helps clients with everything from systems selection, consolidation and integration to new business processes to support the changing needs of the front-office.

SAMPLE ENGAGEMENTS

Olmstead conducted business and systems strategy sessions and helped create a strategy document for the overall 5 year evolution of the front-office including needed investments across portfolio management, trading, compliance and fund treasury functions.
Olmstead provided business analysis to support user requirements, data definitions and data mapping with downstream applications.
Olmstead supported the efforts of the investment group of a large trust bank to design an investment monitoring system which includes checking for pre-trade regulatory and management compliance for institutional trust accounts.