+ Project 01

How to streamline the foundation of your ETF workflow

An agile Microsoft Power Platform-driven solution for an ETF service provider (and anyone else keen to source, transform and deliver data in an instant)

Consider-it recently guided one of APAC’s leading specialist Fund Administrators through enhancing their PCF calculation solution while resolving their knotty workflow along the way.

The result? A scalable, transparent, cost-effective solution that went way beyond solving the problem du jour. My client is set up with a flexible, intuitive, low-code solution that can accommodate change, rise to future challenges and keep unnecessary risk at bay.

+ Project 02

How Consider-it supported a dynamic fund manager to revamp its investment operations using Microsoft’s Power Platform

Equipping a top Investment Operations team with the tools to stay agile and ahead of the game

Niall was thorough, flexible, and efficient in delivering solutions that further enhanced our processes. The thoughtfulness of the Consider-it approach has meant that we have been able to be self-sufficient in maintaining and building upon the solutions post-implementation.

Head of Investment Operations

+ Project 03

Seamless integration of an acquired fund manager’s investment operations and trading functions

Eight challenges to merging two well-established environments

A Fund Manager trading in global equities acquires a Fund Manager trading exclusively in Australian equities.

We explored multiple merging scenarios. Then we envisaged our ideal result and worked back from there.

We prioritised long-term results over ‘quick fix’ operational changes and did the heavy lifting to lay solid foundations for future growth.

+ Project 04

Safer, faster corporate actions* management

Beyond Excel

Our investment operations team managed corporate actions via a manually maintained excel workbook.

As the business grew and the number of portfolios, custodians, and portfolio managers increased, this solution was an obstacle to scaleability and risk mitigation.

+ Project 05

A cost-effective file moving system for SMEs

Transforming an underpowered solution

Cost and complexity considerations lead many smaller firms to rely on underpowered file moving solutions.

However, as businesses grow, the limits of these solutions are sorely tested. Under pressure they can become error-prone, time-consuming to maintain, and a threat to scaleabilty.

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