Solutions for Portfolio Accounting

As operating environments become more demanding, providing accurate, real-time data is increasingly important. We ensure that firms get the most value possible from their portfolio accounting platforms by offering a strategic approach to project execution that addresses everything from the business operating model and workflow to system design, data migration and regression testing.

Whether you are implementing, upgrading or migrating to a new portfolio accounting system, our unique blend of application-specific experience, industry expertise, scale and global delivery capabilities allows us to deliver complete solutions—and provide resources for every step of the way. We have experience with all major industry-leading packages, including Advent Geneva, SunGard VPM, Eagle PACE and SimCorp Dimension.

Our full-service approach provides the upfront strategic project planning and analysis needed to ensure project success, optimize the system for your business model and help define and implement new processes for increased efficiency. It includes the following:

• Complete implementations — Using our proven Sapient methodology, we ensure data continuity and integrity by completing the upfront needs assessment and strategy prior to implementation, resulting in quicker execution and more successful projects.
• Upgrades — Migrating from one version to the next can present unique challenges. Regardless of platform, we formulate the best path forward in a way that minimizes downtime and disruption to the business, while maximizing your ability to leverage new functionality.
• Custom integration and development — Our team of experts can help you develop requirements, design optimal solutions, deploy the infrastructure, customize the environment and deliver support services over the long term.
• Support, management and training — Our flexible support, Help Desk, ongoing solution management and training services allow you to leverage us—and our expertise—in ways that make the most sense for your business.