Investment Technology Advice
- Business Analysis
- Project management
- Workflow Review / Best Practice Advisory
- Portfolio construction/rebalancing
- Trade order management and execution
- Post-trade processing (matching/confirmation, clearing, settlement, reconciliation)
- Fee management
- Client reporting
- Performance reporting
- Business Intelligence and Audit
RFI/RFP Process Facilitation
Designing a request for proposal that properly captures all of your business requirements is an involved process often spanning multiple internal groups in a typical investment firm. Liaising with outside vendors and facilitating the entire RFP request/response process is a larger challenge and this is where many firms decide to stay with existing processes and systems instead of utilizing best of breed systems. Burnette Associates can take the pain out of authoring and facilitating the entire RFP process. Our consultants have been on both sides of the fence when dealing with RFIs/RFPs and we are well aware of how to handle the entire process in the most efficient manner. Count on us to recommend the best systems based on your validated requirements.
Deciding which systems to implement in order to achieve firm goals is no small task as investment firms will make multi-year agreements locking them into using specific systems. Knowing which vendors have a local African presence, local support structure, and can support your business goals is essential. Burnette Associates Ltd. knows the global and local landscape of financial technology vendors and can find the right vendor to achieve your goals within your budget.