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Measure, Improve, Evolve.
Strategy and Performance
Operational Infrastructure
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Risk and Compliance
Customer Demands

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Customer Demands

Basis Point Group has a reputation for staying ahead of the latest developments in the industry, and many clients bring us back to consult on new problems or situations. The pressure of maintaining day-to-day operational control prevents many operations managers from having sufficient time to think through and plan for all the implications of new initiatives prompted by client demand or investment style and strategy changes. As an example, portfolio managers are moving into investment strategies that use risk management and hedging with derivatives in multi-leg trades and the firm's trading, record keeping, accounting, settlement and compliance systems are falling short.

BPG has successfully led multi-site new systems implementations for major US and European investment management clients, having completed over fifteen trading and compliance implementation projects in the U.S. and worldwide.

Our trading and other investment systems implementation services include:

  • Requirements Assessment
  • Project Management
  • Controls Process Setup
  • Controls and Workflow Analysis
  • System Preparation and Administration
  • Interface Specification and Development
  • Application Setup and Configuration
  • Compliance Process Review
  • Escalation Procedures
  • User Support and Training
  • Upgrade Regression Test Services

We've helped the world's largest institutional investment, money management, fund managers and insurance companies adapt to customer demands and market trends. Learn more...