PROJECT SUMMARY

Implementation of the EXIMIUS wealth management platform

Belgian leading independent investment house

Implementation of EXIMIUS (a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events, including also advisor desk to improve advisory productivity with a 360 client view), part of the Objectway WealthTech suite. The implementation was part of a large Digital Transformation Programme with significant changes to the organization, operations model, governance, and system landscape.  Our focus was on reporting, order execution, standing data, customer relationship management, accounting and custody.

Challenge

  • Significant Digital Transformation Programme
  • Multiple stakeholders
  • Multiple external vendors
  • New developments by the vendors

Approach

  • Business analysis and definition of functional specifications
  • Follow-up of configuration/development
  • Preparation and execution of test scenarios, test scripts and test cases (Functional Acceptance Testing)
  • Stakeholder management

Impact

  • Delivery according to agreed quality and planning
  • The overall programme was stopped as the client acquired another investment house of which the IT suite could be re-used

Do you want more information or do you have a similar challenge or issue?

Share

Share on linkedin
Share on facebook
Share on twitter
Share on whatsapp
Share on email

Related projects in terms of expertise

Belgian retail direct bank

Thank you!

Your application has been received successfully.

A confirmation has been sent to the provided email.

Please check your spam or junk folder,
in case you do not find a confirmation in your inbox.