Protect your investment through a structured Application Selection process

 

Selecting the proper mission-critical investment management application can be a complex and daunting initiative. By combining our insider understanding of your business requirements with our in-depth knowledge of investment management technology, we can help you make the right choice.

The Rowan Group will facilitate a rigorous selection process that focuses on your business, functional, technical and workflow requirements. We draw upon 18 years of vendor-side experience to ensure a detailed review of each vendor organization. We facilitate a hands-on, "real-world" evaluation of application functionality, cost, implementation and support. Our expertise encompasses applications in the following areas:

  • Portfolio Management
  • Order Management
  • Performance Measurement & Attribution
  • Compliance
  • Analytics

Leverage our Structured selection Process that includes:

  • Formal requirements gathering
  • RFP development
  • Customized, comparative scoring matrix
  • Customized vendor demonstrations