FinTech Consulting and Implementation on the Buy-side

Welcome to FinTech4Funds, your Buy-Side fintech consulting company and a unique player in the Financial Technology sector
with a background in financial institutions and investment funds.

OUR EXPERTISE

Our deep expertise also allows us to thoroughly research the industry for the emerging technologies that will benefit your business.

We believe that the processes employed by buy-side firms differ from those utilized by banks and sell-side entities.

As a result, we will tailor our fintech consulting and fintech advisory services to ensure that the technology we provide are a good fit for your fund’s specific needs.

ORDER MANAGEMENT SYSTEMS
EXECUTION MANAGEMENT SYSTEMS
PORTFOLIO MANAGEMENT SYSTEMS
INVESTMENT MANAGEMENT SYSTEMS

What we provide

In addition to guidance and research, we also project manage and help you with integrating new fintech industry products into existing infrastructure.

We’re here to help you navigate the maze of service providers, facilitate the incorporation of off-the-shelf software, build, or automated everyday tasks and business processes.

When a thorough system redesign isn’t the best course of action, we can provide guidance and assist with contract negotiations.

CONSULTING
RESEARCH
ADVISORY

FINTECH INNOVATION FOR FUND MANAGERS

Personalized FinTech recommendations

We curate fintech services tailored to your specific needs, ensuring optimal alignment with your operational, risk management, and investment strategies.

ONE SIZE DOESN’T FIT ALL

We conduct meticulous market research to recommend fintech companies that will suit you best.

Whether you need:

  • a robust portfolio management system
  • an efficient trade execution platform
  • or comprehensive investment analytics tools

our consulting services are tailored to fit your business.

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Informed market insights

As a fintech advisor we provide in-depth knowledge about the latest industry trends in the ever-evolving FinTech landscape.

STAYING AHEAD OF THE CURVE IS KEY

We helping you understand the market dynamics and make informed decisions.

Whether it’s about:

  • new opportunities in fintech
  • big data tools
  • cloud computing or other technologies

we ensure you’re always one step ahead.

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Current system optimization

Our clients benefit from our expert insights in vendor management aligning them with industry best practices and unique operational requirements.

IF YOU’RE NOT READY FOR A NEW TECHNOLOGY PROVIDER

We can help optimize your current resources.

Leveraging our extensive finance industry experience and deep understanding of buy-side operations, we can:

  • identify challenges in your processes
  • to make it agile
  • and reduce costs.
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Implementation and integration support

Our consultancy skills include new vendor project planning and integrations , facilitating seamless transition and minimizing disruption.

USERS OFTEN FIND TRANSITIONING TO A NEW SYSTEM CHALLENGING

Our fintech consulting services will guide you through digital transformation.

As a specialist Fintech consultant we will ensure:

  • a smooth and seamless transition
  • helping you avoid common pitfalls
  • and minimize operational disruptions.
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OPTIMISING FUND OPERATIONS WITH TAILORED FINTECH CONSULTING SERVICES

Front Office Tools

Boosting Portfolio Management and Efficiency with AI and Advanced Analytics.

Equip your front office with innovative technologies that leverage AI and advanced analytics to optimize investment strategies and enhance trade execution.

We partner with tools that offer real-time data processing, predictive market insights, and automated trading, helping your team make swift, data-driven decisions.

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Middle Office Technology

Leveraging RegTech for Enhanced Risk Management & Streamlined Compliance.

Reinforce your middle office with RegTech solutions designed to manage risk and ensure compliance more efficiently.

We can help you adopt new providers with benefits of automated compliance checks, risk modelling, and real-time reporting to stay ahead of regulatory changes and market risks.

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Back Office Innovations

We offer our integration, change and project management skills at the competitive market rate.

Ops teams often deal with manual reconciliation, dated reporting methods, and time-consuming file uploads.

To increase your operational efficiency,

we offer technology solutions that will automate the transfer of data, deploy straight-through processing, and produce real-time reporting.

To increase your operational efficiency, we offer technology solutions that will automate the transfer of data, deploy straight-through processing, and produce real-time reporting.

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Investor Relations Advancements

Investor Relations Advancements Utilising CRM and Data Visualization Tools for Elevated Investor Engagement & Fundraising.

Improve your investor relations and fundraising efforts with CRM and data visualization tools tailored to your needs.

We can help you implement systems that automate investor communications, provide visually compelling reporting, and facilitate efficient fundraising, all while strengthening relationships with your investors.

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HOW WE IMPLEMENT OUR RESEARCH AND CONSULTING FOR A NEW SYSTEM.

Our FinTech Consultants stands apart in the financial technology sector due to its deep-rooted experience in the Buy-Side industry.

Our dedicated team have spent years immersed in Alternative Investment Funds, Asset Management, and Investment Funds, gaining hands-on expertise with the vendors these entities rely on daily.

WE CAN HELP YOU FIND A SOLUTION

We know what features Fund Managers are looking for in fintech solutions, and we’re aware of the issues they face on a daily basis.

Whether you’re seeking for fintech product for ops, risk, front-office, compliance, or data analytics, our professionals got you covered.

If you need a robust software for reconciliations or an efficient platform to place and execute your orders, our fintech consultants will meet your criteria.

WE HAVE UNIQUE EXPERTISE

We’re here to connect you with the best tools and services on FinTech market, allowing you to focus on the growth of your portfolio and Fund performance.

At FinTech4Funds, we’re not just consultants; we’re your trusted partners in your FinTech journey.

By leveraging our unique experience and market research capabilities, we are committed to delivering solutions that fit your needs and foster your success.

FINTECH COMPANIES FOR INVESTMENT MANAGEMENT

Leveraging our recommended PMS or investment management software, you can proactively manage fixed income credit risk, address liquidity issues, and integrate ESG factors into your investment strategies.

In this volatile market, our investment analytics tools and automated solutions can provide the insights you need to optimize your investment strategy.

WE HAVE BEEN WORKING WITH:

  • order management (OMS),
  • portfolio management (PMS),
  • investment management (IMS)
  • and execution management systems (EMS)

(such as SIMCORP Dimension, FACTSET, BLOOMBERG, OCHESTRADE, Charles River, Aladdin, to name a few)

  • integrating,
  • implementing
  • and testing them,
  • fixing the bugs,
  • upgrading new modules,
  • and even decommissioning

legacy mainframe providers.

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CAN THIS BE DONE BETTER, FASTER AND CHEAPER?

Process of trade reconciliation

Consider the process of trade reconciliation, which is often a time-intensive and error-prone task when done manually.

By implementing modern reconciliation tools that utilize AI and ML, you can:

  • drastically cut down on the time spent on this activity,
  • reduce manual human errors, and
  • free up your team to focus on more strategic tasks.
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DROWNED IN ROUTINE TASKS?

Regulatory reporting

Consider the challenge of regulatory reporting. With new regulations constantly being introduced, staying compliant can be a daunting task.

But with regulatory technology (RegTech) solutions, you can:

  • automate the collection,
  • analysis,
  • and reporting of data,
  • ensuring compliance
  • while reducing the burden on your compliance team.
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QUESTIONING YOUR VENDOR AND PROCESSES?

Portfolio management

Even portfolio management can be revolutionized with the right technology.

Modern portfolio management tools:

  • not only provide real-time data
  • and predictive analytics
  • but also incorporate machine learning algorithms to
  • continually optimize investment strategies based on market conditions.

Get access to experts assistance and industry best practices

​Send us a message and we’ll get back to you shortly

    Our expertise and background are rooted in hedge funds and asset management

    and can be deployed at short notice on an hourly basis.

    CHECK OUT OUR BLOG AND RECENT PUBLICATIONS

    In our blog you will find articles about the latest trends, our life and much more.

    Blog image
    March 5, 2024

    10 Key Regulatory Reporting Solutions for Investment Management

    In the constantly evolving landscape of investment management, the challenge of staying compliant isn’t just a straightforward path—it’s more akin to navigating through a storm of regulatory complexities. But fear not, for there’s a silver lining on the horizon

    Read more
    Investment Banking Technology
    Investment Management
    Accounting Management Tool
    Blog image
    February 22, 2024

    Simplifying Technological Transitions in Fund Management through Low/No Code Applications

    In the intricate dance of fund management, where every tick of the clock is a drumbeat to which capital and strategy move, two resources stand out in their scarcity: time and talent. Imagine, if you will, the best minds in finance, recruited at a premium, their expertise expected to navigate the complex choreography of front and middle office management.

    Read more
    Hedge Fund Innovations
    Asset Management
    Data Management Tool
    Blog image
    February 9, 2024

    Fund Managers’ Guide to Asset Management Systems 2024

    In the dynamic world of investment management, selecting the right technology platform is pivotal to success. With a myriad of solutions under the broad umbrella of “Asset Management Systems,” each one deserves careful consideration, depending on your unique needs.

    Read more
    Order management systems
    Portfolio management systems
    Asset management systems
    Blog image
    January 25, 2024

    How to Choose the Right System for your Fund

    Is your fund’s investment management system propelling you towards success, or holding you back? Uncover the vital questions you must ask to evaluate potential systems and ensure long-term growth for your fund.

    Read more
    Order management systems
    Portfolio management systems
    Asset management systems
    Blog image
    December 21, 2023

    Maximizing Efficiency in Fund Management: A Comprehensive Guide to Trading Software

    In the fast-paced world of fund management, the right trading software and investment management systems are critical. These tools are not just about streamlining operations;

    Read more
    Order management systems
    Portfolio management systems
    Asset management systems
    Blog image
    December 13, 2023

    Elevate Your Investment Fund with Generative AI Tools

    In the dynamic landscape of Fund Management, FinTech4Funds introduces a diverse array of 14 Generative AI Tools, each tailored to revolutionize financial and investment decision-making.

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    FinTech innovations
    Examples of FinTech solutions
    The Buy-Side