Finance Forward with

IVP Consulting

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
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  Data analytics delivered through Power BI/Tableau
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  Project /program management
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  Gap analysis and operating model design
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  Front, middle, and back office analysis

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
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  In-house strategy implementation
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  Potential impact analysis and cost estimation
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  Comprehensive strategy assessment
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  Complex operational technology integration

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
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  Data maturity model assessment
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  Cloud integration
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  Enterprise-level data flow conceptualization
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  Data infrastructure optimization

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
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  AI integration and deployment
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  AI-powered automation and data processing
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  Portfolio data analysis
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  Ongoing model monitoring and optimization

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
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  Partnership accounting solutions
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  Platform integration across the ecosystem
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  Custom reporting and dashboards
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  Regulatory compliance and support

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
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  DevOps business case development
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  CICD (Continuous Integration and Continuous Delivery) implementation
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  Story point management
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  Large scale implementation and enablement

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
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  Best practices leveraging open source platforms
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  Traceability for software integration or repurposing
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  Technology stack modernization roadmap
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  Accelerated development with new libraries and APIs

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
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  Automated job scheduling, monitoring, and issue resolution
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  Seamless integration with OMS, accounting, and market feeds
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  Comprehensive governance with exception management and EOD data checks
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  Customized reporting with key metrics dashboards and P&L analytics