Business Support and Consulting for investment management

Providing Specialist Support for your operational needs

Working with you for long term Success

Due to IT solutions coming under heavy scrutiny in recent times, businesses have had to ensure they are deploying the best fit software in order to empower their employees to remotely perform all daily functions as effectively and efficiently as possible.

With an overwhelming number of choices available within the EMS and OMS space, the decision becomes proportionally difficult for an Investment Management business as to which direction to follow for a Software Solution. Do not worry, we have got your back!

Our objective driven approach helps you get a deep understanding of your business requirements which we relay back in a presentable manner aiding you in positioning the best technology solution for your business.

Solution Created

A tailored proposal, including an online platform demo, and a full pricing breakdown 

Set-up and training

An onboarding specialist will train your team on our platform, help configure your account and optimise how you work with us.

Client success

A dedicated client success manager will offer regular account reviews, provide advice for growing with us, and seek feedback on our service.

Needs Analysis

A consultancy call to discuss your current operations, your future ambitions and the barriers standing in your way.

Transition Planning

A comprehensive transition plan to agree milestones and timelines, eliminate business disruption and deliver a smooth switch to us.

Service delivery

A reliable, scalable fulfilment service with clear service-level agreements, cloud-based, real-time updates, and human support.

themarketACE helps clients with a systems agnostic approach by:

- conducting Solutions Architecture workshops to streamline investment processes

- Operational Due Diligence consulting

- aiding through an IT Solution RFP Process

- providing Project Management/Implementations resources for OMS installations or upgrades

- running a General Systems Review

Whether you are looking to take on a new system, have been on an existing system for a while and because of dynamic changes are looking to get full use out of it OR in a transitionary/growth phase, please get in touch to discuss further how themarketACE can help you achieve a scalable and efficient basis for growth

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OMS Implementations Consultant