Serving the UK Investment Industry
Consalis is a consultancy business focused on delivering value to our clients in the asset management and insurance sectors. Our experienced consultants have deep industry knowledge and consistently deliver solutions to enhance our client’s business. This includes supporting growth opportunities, new products, acquisitions/divestments and regulatory change. Our consultants deliver projects from business case to implementation across the full spectrum of Investment & Operational business functions.
Technology Consultant Professionals
We specialise in order management systems and investment data for the investment management industry. This means that we fully understand the core of our clients’ operations - from global asset management to local wealth management. We help improve investment processes through implementations and upgrades of order management systems like Charles River and Thinkfolio. We also focus on improving data management by carrying out data management process reviews and implementing data management systems like Markit EDM.
Case Studies
Our case studies listed below give an indication of some of the work we do:
Creating a Markit EDM Support Team
An asset management firm had successfully implemented Markit EDM but had not put in place the capability to undertake the relevant maintenance on an on-going basis. As a result, the data management function were becoming increasingly dissatisfied with the timescales for routine changes.
Improving Charles River Data
A large asset management firm investing in a range of products and outsourcing much of their fund administration to a third party service provider, had been using Charles River for a number of years. A system upgrade had been delayed due to the number of non-standard customisations that had been made to the product.
Our Clients
