our services

SERVICES OVERVIEW

Grandview serves as an extension and advocate for our client partners. We believe that a collaborative partnership is the foundation for helping our clients execute on their strategic initiatives.

services overview

Grandview
Technology Services

Collaborative Partnership

STRATEGIC ADVISORY

We help our client break down complex problems into achievable tasks and project roadmaps that constantly focus on delivering on priorities that add the highest business value.

strategic advisory Partner with your teams to optimize workflows Ensure teams are empowered to get the most
out of your technology and data
Leverage technology to drive efficiencies and
promote a controlled operational environment
  • Technology Road Mapping
  • Vendor System Selection
  • Data Governance
  • Process Mapping and Analysis

VENDOR IMPLEMENTATION

We offer implementation services for vendor and proprietary financial technology applications. By combining our deep financial industry background with data management, business analysis, and project delivery expertise, we are able to navigate complex technology projects and ensure your business objectives are met.

IMPLEMENTATION LIFE CYCLE

implementation
  • Define scope
    / objectives
  • Analyze
    current state
  • Migrate
    data
  • Write policies
    / procedures
  • Gather
    requirements
  • Configure
    system settings
  • Execute
    test plan
  • Train / transition
    to end users

TECHNOLOGY INTEGRATION

Grandview helps you integrate your key systems and market data providers to create cohesive data sets that can be used to produce advanced reporting and analytics.

technology
  • Business Intelligence Tools
  • Advanced Analytics
  • Print Based Reports
  • Security Master
  • Account Master
  • Client Master
  • Legal Entity Master
  • ETL Tools
  • Data Governance Framework
  • Data Warehousing
  • Optimization
  • Automation
  • Audit / Compliance

SOFTWARE DEVELOPMENT

Grandview provides various development solutions for clients requiring a custom solution tailored to their specific business requirements. We structure our development teams around the client’s specific needs by offering a blend of both onshore and offshore resources.

ADDITIONAL SERVICES

In addition to our core technology services, Grandview has extensive experience with delivering value in these areas. Consider us as an extension of your team for all of your project based initiatives.

  • Analytics & Reporting

    Portfolio guideline and performance attribution reporting

  • Risk Management & Compliance

    Design risk management platforms and regulatory reporting

  • Financial Engineering

    Model complex quantitative financial concepts

  • Recruiting

    On-demand recruiting to help fulfill your hiring needs

  • Process Documentation

    Conduct process mapping exercises and document critical workflows

  • Business Analysis

    Standalone resources to develop requirements and provide subject matter expertise

  • Project Management

    Standalone resources to ensure your projects are executed on-time and on-budget