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Portfolio Management System Selection - Case Study
Finding the Right Fit for Custom Needs

Market Search and Analysis for an Investment Management Company

Situation

An investment management company needed to better understand what the Canadian marketplace had to offer for a Portfolio Management System (PMS) that would better support its custom offer. The firm wanted to remain anonymous to the marketplace and have Resolute act as its proxy in this project.

Solution

Resolute produced a high-level business model along with the key business requirements that a PMS solution would need to meet. The search and analysis produced a short list of candidates with licensing costs, customization sizing estimates and level of fit with the business model of the firm.

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