Let’s build the right foundations together
Portfolio Management System implementation is a major undertaking which requires a method performed by a team of seasoned professionals.
At Hedgeguard, a standard implementation:
– lasts in average 6 weeks (from the kick-off meeting until the go live),
– is performed by a dedicated project team (usually composed of a project manager, a business analyst, a product specialist and a developer)
– follows a proven yet flexible process ensuring operational agility
Project Management
Once we have carefully validated your needs, we organize a kick-off meeting to define and share all the outlines of the project. Portfolio Management System implementation includes at least 5 steps: project framing and organization, IT and software setup, third parties connections, reports listing and customization, training and support. Contact our experts to learn more about our implementation method!
Project organization
– We provide you with a dedicated team, generally composed of a Project Manager, a Business Analyst, a Product Analyst and a Developer.
– We organize regular meetings to insure a perfect alignment between our teams (Kick-off meeting, weekly meetings…)
– We work on shared project management tools to enable you follow each step of the implementation at any time
Project organization
– We provide you with a dedicated team, generally composed of a Project Manager, a Business Analyst, a Product Analyst and a Developer.
– We organize regular meetings to insure a perfect alignment between our teams (Kick-off meeting, weekly meetings…)
– We work on shared project management tools to enable you follow each step of the implementation at any time
IT & software setup
– We create your database and host them on our servers
– We install and migrate your Portfolio Management System
Third parties connections
We connect all your counterparts: Broker/prime brokers, fund admnistrators, custodians, market data providers, execution table…
Reports setup & customizaion
We configure your reporting module according to your specific requirements. Hedgeguard PMS is fully configurable: we help you to find the setup which will be best adapted to your working habits
Training
We organize training sessions to allow you mastering the PMS
Support
We provide you with a priority access to our hotline after the go live
Our shared project management tools
We have developed an effective project management method that we apply and adapt to all of our project. We are also convinced that by working in transparency, we can increase efficiency. That’s why we are sharing all the information related to the project with you thanks to shared management tools.
Process Tools
Project management tools
