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Finance Forward withIVP Consulting
Investment managers often face situations that require a unique solution. Firms may be experiencing unusual circumstances, dealing with a mix of legacy technology, or trying to find the best way to solve a complex challenge related to a new market or asset class. In these cases, firms need a partner that understands the nuances of buy side strategies as well as the data and technology involved. Firms need a partner that can see the big picture and lay out a realistic path toward a targeted future state.
IVP Consulting approaches these situations with more than 24 years of deep domain expertise in asset management. As seasoned financial professionals and technology experts, we can collaborate with you to design and implement custom-tailored solutions that align with your specific needs, from data management and business analysis to AI integration and bespoke development.
Resources For Growing Your Firm
Real-World Success Stories
See how IVP Consulting partners with leading buy-side firms to unlock innovation and achieve lasting success.
CASE STUDY
$7B European Pension Fund Streamlines Reporting and Portfolio Monitoring
CASE STUDY
$35B private equity fund transforms data management and reporting
CASE STUDY
Leading Stock Lending Platform Modernized Data Management
By Core Consulting Services
By Fund Type
Core Consulting Services
IVP Consulting takes a practical approach to partnership, whether the primary objective is lowering costs, reducing risk, improving productivity, deepening insight, or improving control and flexibility.
Business Analysis
Leverage our in-depth knowledge of the asset management industry to enhance critical functions across the enterprise. Business analysis services span front, middle, and back office functions, including data management, treasury, operations, pricing and valuation, reconciliation, and research.
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Business process re-engineering -
Data analytics delivered through Power BI/Tableau -
Project /program management -
Gap analysis and operating model design -
Front, middle, and back office analysis
Advisory
Advisory services empower asset managers and funds to bridge the gap in their technology and data management foundation required to achieve AUM growth, support new investment strategies and manage new pools of capital. Our expertise helps you make informed technology decisions confidently, ensuring scalable infrastructure and efficient workflows that can help you reach your goals.
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Future-proof delivery model engineering -
In-house strategy implementation -
Potential impact analysis and cost estimation -
Comprehensive strategy assessment -
Complex operational technology integration
Data Management
Funds face an influx of data from diverse sources, including market data, portfolio holdings, and investor information. Managing and empowering investment and non-investment teams requires data quality management, sound data governance, and robust data architecture to support sophisticated analytics. IVP partners with funds to offer a comprehensive suite of data management solutions tailored to their unique needs.
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Data strategy and governance blueprint -
Data maturity model assessment -
Cloud integration -
Enterprise-level data flow conceptualization -
Data infrastructure optimization
AI Integration
IVP Consulting helps alternative investment firms harness AI, Generative AI (GenAI), and Large Language Models (LLMs). We provide expert guidance and tailored solutions to seamlessly integrate AI, automate processes, enhance decision-making, and unlock growth opportunities. We enable clients to navigate core model providers & applications and map key use cases across all teams for long-term ROI.
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GenAI and LLMs -
AI integration and deployment -
AI-powered automation and data processing -
Portfolio data analysis -
Ongoing model monitoring and optimization
Accounting
IVP Consulting is your trusted partner for optimizing accounting operations on leading portfolio/fund accounting and investor accounting platforms. Our expertise helps institutional investors, funds, and administrators ensure accuracy, efficiency, and compliance.
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Portfolio accounting implementation and optimization -
Partnership accounting solutions -
Platform integration across the ecosystem -
Custom reporting and dashboards -
Regulatory compliance and support
DevOps
IVP Consulting partners with asset managers to create more agile, responsive, and collaborative IT environments for faster delivery of value. Our expertise ensures a seamless DevOps transformation, accelerating software delivery and enhancing operational efficiency across technical infrastructure.
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DevOps readiness assessment -
DevOps business case development -
CICD (Continuous Integration and Continuous Delivery) implementation -
Story point management -
Large scale implementation and enablement
Bespoke Development
When available options can’t solve a specific challenge, IVP Consulting delivers tailored technology solutions. Our bespoke development approach ensures you can deploy the ideal technology to support unique investment strategies and operational goals.
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User-centric, scalable infrastructure design -
Best practices leveraging open source platforms -
Traceability for software integration or repurposing -
Technology stack modernization roadmap -
Accelerated development with new libraries and APIs
Tech Managed Services
Our tech-enabled managed services use advanced technologies to streamline IT operations, reduce costs, and boost efficiency, allowing your teams to focus on growth. Our unique digital-first approach automates middle and back-office workflows with customizable, cloud-based solutions that adapt to your needs and scale seamlessly.
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Pricing, security, and reference data analytics -
Automated job scheduling, monitoring, and issue resolution -
Seamless integration with OMS, accounting, and market feeds -
Comprehensive governance with exception management and EOD data checks -
Customized reporting with key metrics dashboards and P&L analytics
Choose a Thinking Partner to Accelerate Growth
IVP Consulting is uniquely positioned as a strategic partner who can execute your vision. We enable firms to optimize performance, accelerate innovation, and gain a competitive edge with technology.
Deep Expertise in Asset Management
More than 24 years of experience in this space positions IVP as strategic advisors who understand the business needs, technology landscape, and evolving trends in finance.
Proven Methodologies for Maximum ROI
Structured frameworks and methodologies ensure your technology investments yield optimal returns. IVP prioritizes solutions that deliver a measurable impact on the bottom line.
Fusion of Finance and Technology
Experience the synergy of finance and technology. Our integrated approach ensures your technology aligns with strategic goals to drive efficiency, agility, and sustainable growth.
Innovation at the Core
Innovation is in our DNA. We leverage new technologies like AI and LLMs to develop forward-thinking solutions that keep asset managers prepared for the future.
End-to-End Transformation
From IT strategy to execution, from data management to digital adoption, IVP offers a comprehensive suite of consulting services to address a diverse range of operational and technological needs.
Collaborative Approach
Our client-centric approach means we work as an extension of your team, collaborating closely to develop and implement solutions that drive growth and achieve your strategic objectives.
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