{"id":5460,"date":"2024-06-19T12:19:12","date_gmt":"2024-06-19T10:19:12","guid":{"rendered":"https:\/\/www.commandstrategy.com\/our-expertise\/asset-management\/portfolio-management-system-selection-consultancy\/"},"modified":"2025-07-01T16:39:16","modified_gmt":"2025-07-01T14:39:16","slug":"portfolio-management-system-selection-consultancy","status":"publish","type":"page","link":"https:\/\/www.commandstrategy.com\/en\/our-expertise\/asset-management\/portfolio-management-system-selection-consultancy\/","title":{"rendered":"Portfolio Management System selection consultancy"},"content":{"rendered":"
[vc_row bg_gradient_direction=”0″ thb_divider_position=”bottom” css=”.vc_custom_1730729891221{background: #000000 url(https:\/\/www.commandstrategy.com\/wp-content\/uploads\/2024\/10\/AdobeStock_92140652-scaled.jpeg?id=1900) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”section” bg_gradient1=”rgba(0,0,0,0)” bg_gradient2=”rgba(0,0,0,0.31)”][vc_column css=”.vc_custom_1715255878000{padding-top: 6% !important;padding-bottom: 1% !important;}”][vc_row_inner][vc_column_inner][vc_column_text el_class=”light” css=”.vc_custom_1715405281629{padding-top: 30px !important;padding-bottom: 40px !important;background-color: #ccae66 !important;}”]\n

Asset
\nManagement<\/h1>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row thb_divider_position=”bottom” css=”.vc_custom_1713854696108{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column css=”.vc_custom_1715255885094{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_row_inner content_placement=”middle” css=”.vc_custom_1713854663614{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column_inner][vc_column_text el_class=”fat robo” css=”.vc_custom_1732194156566{margin-bottom: 0px !important;}”]\n

Portfolio Management System selection consultancy<\/span><\/h2>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row thb_row_padding=”true” thb_divider_position=”bottom” css=”.vc_custom_1717049276775{margin-top: 40px !important;background-color: #ffffff !important;}” el_class=”nopaddingwrapper”][vc_column css=”.vc_custom_1730729904546{padding-top: 5% !important;padding-bottom: 5% !important;background: #ffffff url(https:\/\/www.commandstrategy.com\/wp-content\/uploads\/2024\/10\/shutterstock_2280676771-scaled.jpg?id=1926) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”nopaddingwrapper”][vc_row_inner el_class=”nopaddingwrapper speblocblanc” css=”.vc_custom_1717057283516{margin-right: 10% !important;margin-left: 10% !important;}”][vc_column_inner el_class=”nopaddingwrapper” width=”1\/3″][\/vc_column_inner][vc_column_inner el_class=”nopaddingwrapper” width=”2\/3″ css=”.vc_custom_1714149417083{margin-right: 0px !important;border-right-width: 0px !important;padding-right: 0px !important;background-color: #ffffff !important;}”][vc_column_text el_class=”medium nopaddingwrapper” css=”.vc_custom_1718789715815{margin-right: 0px !important;border-right-width: 0px !important;padding-top: 8% !important;padding-right: 8% !important;padding-bottom: 4% !important;padding-left: 8% !important;}”]\n

The Asset Management team works with players in the asset management sector (asset managers, fund administrators, family offices, asset servicers, etc.),<\/strong><\/span> to help them cope with the major transformations taking place in the sector, and to support them in their investment modeling (operational support), tool selection and process digitization. The team, made up of functional and technical experts in listed and unlisted asset management solutions, supports its customers from the audit & scoping phase, through the categorization of macro-needs, to the piloting & deployment of the target solution. <\/p>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row thb_divider_position=”bottom” css=”.vc_custom_1713951434629{margin-bottom: 70px !important;}”][vc_column][vc_row_inner content_placement=”middle”][vc_column_inner][vc_column_text]\n

Issues<\/h2>\n[\/vc_column_text][vc_column_text el_class=”medium”]\n
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In recent years, digitalization has offered industry players a unique opportunity to reinvent their business model. To improve the performance and profitability of organizations, the implementation of innovative solutions for the management of activities from front to back to treasury to accounting to reporting appears to be a necessary & differentiating step. <\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=”middle” css=”.vc_custom_1717154871932{margin-top: 40px !important;margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column_inner][vc_column_text css=”.vc_custom_1730895597894{margin-bottom: 0px !important;}”]\n

Our support<\/h2>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_tta_accordion shape=”square” c_position=”right” active_section=”nan” collapsible_all=”true” el_class=”accojaune”][vc_tta_section title=”Processes and tools to support process industrialization and organizational growth” tab_id=”1717749410840-dcf51e37-3b98″][vc_column_text el_class=”cta” css=”.vc_custom_1732194175440{padding-bottom: 30px !important;}”]\n
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  • Audit of existing systems and business requirements: functional scope, impact study, internal constraints<\/li>\n
  • Definition of business cases: expression of needs, drafting of functional and technical specifications<\/li>\n
  • Benchmark market tools: functional gap analysis, product roadmap, costs, rating grid<\/li>\n
  • Organization and preparation of workshops with publishers (POC)<\/li>\n
  • Set up project governance and workstreams with the publisher and customer stakeholders<\/li>\n
  • Support for roll-out: budget monitoring, schedule follow-up, contribution of expertise and facilitation of workshops and various committees<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row][vc_row thb_divider_position=”bottom” css=”.vc_custom_1732282479062{background-color: #f3f6f8 !important;}”][vc_column][vc_row_inner][vc_column_inner][vc_column_text]\n

    References & Achievements<\/h2>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner thb_max_width=”max_width”][vc_column_inner width=”1\/2″ css=”.vc_custom_1732702364207{padding-left: 10% !important;}”]\t
    \n\t\t\t
    \n\t\t\t\"R\u00e9f\u00e9rences\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t[\/vc_column_inner][vc_column_inner width=”1\/2″ css=”.vc_custom_1732702372855{padding-top: 2vh !important;}”][vc_column_text]\n
      \n
    • Target architecture and selection of a CLO management tool for an AM<\/li>\n
    • Target architecture & selection of a management tool for an institutional customer<\/li>\n
    • Frame and monitor the design and development of PMS AM functionalities<\/li>\n
    • Participation in the implementation of a solution dedicated to the management of alternative investments<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

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