Operational Services

Drawing on deep industry, functional and technical expertise, our teams can help you gain maximum ROI from your technology investments

Supporting the investment operations function is a key part of our service offering.

With consultants who’ve spent their entire working life in the industry, we have extensive experience of investment management vendor offerings and understand the business workflows and processes of this mission-critical function.

Whether you’re looking to upgrade your systems or find ways of using your existing ones more efficiently, our team of skilled, industry savvy experts can help.

We also provide business continuity services – a critical requirement for all firms in todays’ high-risk business environment.

Upgrades

Axxsys Consulting has developed an Upgrade Service, which helps our clients to realise the benefits from the upgrade, with a minimum of effort and cost. This product can save your business large amounts of time and resources.

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Upgrades

Most software solutions mandate an upgrade. These upgrades consume staff and systems resources which can block for other value adding projects. Axxsys’ Upgrade Service helps our clients to be more efficient and with less dependencies on key people and business users involvement.

The first time the process is used, benefits are gained by having a better understanding of the way the system is used in a business context. This will lead to better testing coverage, reduce unnecessary testing and provide justification on why each test case is implemented.

The long-term benefits of Axxsys Upgrade Service is the continuity it creates, since our clients don’t have to start from scratch at every upgrade. Test cases may be re-used in future testing, and technology and business users can utilise the same set of test cases. All test cases are based on scenarios previously processed by the client.

Benefits by using Axxsys’ Upgrade Service:

  • You will lower the cost and time of upgrades;
  • Achieving sign-off is straight-forward as the justification for the testing is defined and transparent;
  • Axxsys’ approach can be tailored to the clients needs;
  • Independent consultancy providing upgrade service;

Business Continuity

Axxsys' Business Continuity Planning Service provides planning around key supplier information, prioritised lists of critical functions, disaster response plans.

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Business Continuity

Axxsys Business Continuity Planning Service is offered to businesses spanning the financial arena, which include Investments banks, Asset Management firms, Pension Funds and Insurance companies. We provide the service to support IT infrastructure, Operational process, Data Management and Front Office activity. This service will provide planning around key supplier/vendor information, prioritised lists of critical business functions, disaster response plans, copies of essential records and inventory of equipment.

The foundation of this service is the Axxsys Axxelerators™ model, which will incorporate proven methodology and implementation after a full review of the current process. Using comprehensive planning material and our in-depth experience and knowledge of this area, the project will be documented and tailored to suit your needs. Working in collaboration with the client, we will build the scope and create the objectives and exercises which will ensure the plan is fully tested.

Axxsys can also offer a follow up service to schedule regular reviews of the plan to ensure any changes in the model, infrastructure, systems and people are kept current to minimise further risk.

Maintenance

Axxsys Business Continuity Planning Service provides planning around key supplier information, prioritised lists of critical functions, disaster response plans.

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Maintenance

With a packaged support solution Operational Services (OS) from Axxsys Consulting, a money manager can manage its software platform needs quickly, expertly and in a cost-efficient manner. OS gives a fund direct access to technology expertise and project management skill – all in a uniquely flexible format that reduces both overhead and operational risk.

The service is based on our Operational Service model, but is tailored to suit the specific client. Axxsys realise that clients need different types of skill sets at different times to support the on-going usage of their financial software applications. Obtaining and retaining the appropriate level of expertise as and when needed, as well as planning for major or minor changes, have proven to be a challenge for many clients.

We have therefore found that creating a specialist pool of consultants with different areas of expertise is a cost efficient and useful service to the standard application client base. The consultancy skill sets cover Business Consultants with general Asset Management proficiency as well as Front, Middle and Back Office expertise and Technical Consultants with reporting and integration skill sets.

Data Security Management

With the increase in regulatory requirements within the financial sector the importance of having a robust organisational information security platform has never been higher.

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Data Security Management

The Axxsys Data Security Service includes the implementation and maintenance of policies, processes and systems to manage enterprise data risk. Our starting point is the critical factors for data security management:

  • Confidentiality – the protection of data from unauthorised parties;
  • Integrity – the protection of data from modification by unauthorised parties;
  • Availability – making data available to authorised parties.

We identify GAP’s and vulnerable spots in our client’s data, give recommendations and provide a action-plan.  Subsequently we design and implement a solution, providing your business applications with relevant Data Security Management, control, auditing and reporting.

  • Current-State assessment finding security risk and vulnerabilities, plan and recommendations;
  • Data Discovery i.e. identifying and mapping all sensitive data flows, data stores and processes;
  • Designing the DSMS i.e. governance, controls, policies and systems;
  • Tools for Surveillance, Analytics, Breach Reporting and Auditing;
  • Encryption of sensitive data across all business applications;
  • Controls – Consent Processing, Deletion/Erasure and blocking of malicious users;
  • Defining Standard Operating Procedures, and user training.

Operational Services

With Operational Services (OS) from Axxsys, an organisation can manage its technology platform in a cost-efficient manner.

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Operational Services

Over the life of any Asset Management software system, there will be maintenance projects, enhancements, new instrument types, new funds, and unforeseen issues. If not managed well, they can result in errors, disruption to the daily workflow and possible negative impact on the organisation’s performance.

OS gives your organisation guaranteed, rapid access to the appropriate skillset. As a result, technology issues can be resolved with minimal disruption to daily processes and workflow.

Your organisation can enjoy the efficiencies of a smaller operations team whilst mitigating the risk of key staff dependency.

Because we invest considerable resource in knowing buy-side technology and related best practice, we can execute projects quickly and cost-effectively for our clients. This frees up existing client resources to focus on their core operational processes and day-to-day value-chain.

The service is currently targeted at clients with the following applications/requirements:

  • SimCorp Dimension;
  • Blackrock/Aladdin
  • Linedata Beauchamp;
  • Sophis Value;
  • Calypso;
  • Markit EDM;
  • Advent product suite;

Managed Services

Management Oversight and team of experienced Developer and Analysts, of off-site and on-site.

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Managed Services

Axxsys can provide a complete team of experienced Developers and Analysts, to run the day to day support of applications, either off-site or on-site. Our managed service offering includes management oversight, as well as upgrade services and delivery of business as usual change programs such as the implementation of new funds and instruments types. Our manage service offering is a cost efficient support model with the aim of enabling our clients to focus on the core business of managing funds, while we take ownership of the systems and day to day management of the vendors, and changes to the set-up. Axxsys Managed service can be tailor made to fit the clients needs, such that we agree the level of ownership and support our clients require, relative to in-house capabilities.

The managed services is currently targeted at clients with the following applications/requirements:

  • SimCorp Dimension;
  • Blackrock/Aladdin
  • Linedata Beauchamp;
  • Sophis Value;
  • Calypso;
  • Markit EDM;
  • Advent product suite;