Technology

Markets

Technology

The team at Knadel have a long pedigree in Investment Management technology and data solutions. Our Business Technology Practice both complements and supports our industry and market-vertical practices as well as provides dedicated knowledge and advice for clients on technology and data management-driven solutions.
Technology
Introduction

Today Investment Management, as with many industries, is heavily reliant on the best use of technology to achieve operational efficiencies, expand functional capabilities and meet risk mitigation requirements of clients and regulators. The Business Technology Practice retains a unique blend of specialist technology and business expertise. We focus on Investment Management solutions, for example, portfolio management systems, order management systems, compliance and risk systems etc. as well as general business tools that are frequently used within Investment Management operations e.g. data management warehouses, data hubs, document & content management systems and customer relationship systems.

Business Technology Services

The Business Technology Practice focuses on providing practical advice related to technology and data for all elements of the Investment Management sector. We work with asset owners and asset managers, service providers and systems providers. 

  • Technology strategy advice
  • Enterprise architecture review and design
  • System selection
  • Data management and governance strategy advice
  • Data architecture design
  • Market data strategy

Systems

As a practice we specialise in advising clients on asset management technologies, data management solutions and business systems typically found across the investment management industry. 

  • Portfolio management (PMS)
  • Order management (OMS)
  • Execution management (EMS)
  • Performance measurement & attribution
  • Risk management systems
  • Portfolio and fund accounting
  • Transfer agency systems
  • Collateral management solutions
  • Analytics
  • Client reporting software
  • Compliance systems
  • Data management
  • Data integration and quality systems
  • Data warehouses
  • Reconciliations systems
  • Customer relationship management (CRM)
  • Fee and billing software
  • Corporate actions software
Why Knadel

Our understanding of the Investment Management IT solutions marketplace is key to our ability to deliver for our clients so we take our knowledge development very seriously. We actively maintain our knowledge base of circa 200 systems and data solutions by visiting software & data vendors and clients to understand their capabilities and requirements respectively. We also regularly attend conferences as delegates to ensure that we are aware of market developments and as speakers to participate in actively shaping the investment management technology industry.