PMS upgrade
The client chose PMG as its consultant of choice after an initial tendering process. They required a project manager with in-depth knowledge of their global Portfolio Management System (PMS) as it formed the core of their trading systems in 3 difference time zones. The objective was to be upgraded to the latest version while guaranteeing the compatibility of downstream/upstream systems. Important considerations were minimising impact on their 24/5 operations and ensuring
SAS70 compliance of the systems.
Achievements:
Enhanced PMS functionalities/performance
Successful integration of dependent systems to the upgraded PMS
Optimisation of historic and real-time reporting systems
No disruptions to BAU
Project delivered on time and within budget
“We chose PMG Solutions to manage the upgrade of our Portfolio Management System (PMS) as they offered the knowledge and hands-on experience that was required for such a complex project. The PMS is the hub of our business systems and used across our global operations 24/5 so it was imperative that the upgrade was controlled properly to ensure there was no disruption to fund operations.
They maintained a good dialogue and the process was transparent to business users. The project was delivered on schedule, on budget with minimal disruption which meant we didn’t really require the post-Production support from PMG. Chief Technology Officer
