Case Studies

• Assessment and Strategy
• Billing System
• Business Process Improvement
• Charles River Investment Management System (CRIMS) Upgrade & New Reporting System
• Trading System Selection and Implementation
• CRM Strategy and Recommendation
• IT Data Strategy
• Investment Operations Outsourcing
• Risk Management
• Municipal Bond Trading System Solution
• Trading System Assessment
• Data Integrity and Platform Assessment Study
• Fixed Income Analytics Remediation

Case Studies

Adeptyx consultants have worked on hundreds of investment operations and systems projects. Select from the topics on the left to view representative samples of how Adeptyx has helped clients improve governance, increase efficiency, and manage risk.