Olmstead is a trusted advisor to the investment management industry, working closely with leading asset managers, asset servicers, and technology providers (vendors). We pride ourselves on developing strong, collaborative and lasting relationships. More than 95% of our clients have repeatedly come to us for help on key initiatives. Retained engagement and client referrals have been pillars of our success for the past 25 years.
No matter the AUM or investment complexity of our clients, Olmstead provides a customized approach that supports traditional asset managers, alternative managers, and Insurance asset managers.
Representative Sample of Current & Recent Data-centric Engagements
Olmstead is the Implementation Certified data and consulting partner of Seismic, the recognized leader in sales and marketing enablement. In support of Seismic implementations for asset management clients, Olmstead has developed tools and an approach that significantly accelerates implementation, resulting in increased ROI and scalability. Refined from over 10 years of managing client communication solution evaluations and implementations, Olmstead has created best practices around implementation playbooks, distribution data models, APIs, and Data Readiness assessments.
For more information on the Olmstead & Seismic Partnership and to learn now Olmstead helps firms optimize Sales Enablement and Client Communications implementations, click here.
No matter the AUM or investment complexity of our clients, Olmstead provides a customized approach that supports traditional asset managers, alternative managers, and Insurance asset managers.
Representative Sample of Current & Recent Data-centric Engagements
Data Management
Investment Operations
Client Experience & Engagement
VENDOR PARTNERS
Service providers are an increasingly critical path to remaining nimble in the market and optimizing your use of technology assets. Olmstead works with our clients to establish the appropriate mix of design, process, and people to ensure strong application user support, facilitate vendor oversight processes, and create real partnerships that have tangible benefits. Our engagements accelerate implementation, reduce cost & risk, and facilitate the creation of new products and services, leading to a better ROI and increase in sales for our clients.
Olmstead takes an independent, objective, and agnostic view of the vendor landscape to provide our clients with deep-dive system evaluations and selection engagements. And because it is our responsibility to remain on top of the most up to date functionality and applications, Olmstead has maintained collaborative relationships with the vendor community.
Our vendor systems expertise includes knowledge and experience in evaluating and implementing the leading best of breed and integrated solutions in the industry:
Service providers are an increasingly critical path to remaining nimble in the market and optimizing your use of technology assets. Olmstead works with our clients to establish the appropriate mix of design, process, and people to ensure strong application user support, facilitate vendor oversight processes, and create real partnerships that have tangible benefits. Our engagements accelerate implementation, reduce cost & risk, and facilitate the creation of new products and services, leading to a better ROI and increase in sales for our clients.
Olmstead takes an independent, objective, and agnostic view of the vendor landscape to provide our clients with deep-dive system evaluations and selection engagements. And because it is our responsibility to remain on top of the most up to date functionality and applications, Olmstead has maintained collaborative relationships with the vendor community.
Our vendor systems expertise includes knowledge and experience in evaluating and implementing the leading best of breed and integrated solutions in the industry:
- Midde Office / Outsourcing / Asset Servicing
- Data Warehouse / Managed Data Services / MDM / Governance
- Client Reporting / Fact Sheets / Pitchbooks / Sales Enablement
- Performance Measurement / Risk / Analytics
- Portfolio Management / Trade Order Management / Compliance
- Investment Accounting
Olmstead is the Implementation Certified data and consulting partner of Seismic, the recognized leader in sales and marketing enablement. In support of Seismic implementations for asset management clients, Olmstead has developed tools and an approach that significantly accelerates implementation, resulting in increased ROI and scalability. Refined from over 10 years of managing client communication solution evaluations and implementations, Olmstead has created best practices around implementation playbooks, distribution data models, APIs, and Data Readiness assessments.
For more information on the Olmstead & Seismic Partnership and to learn now Olmstead helps firms optimize Sales Enablement and Client Communications implementations, click here.
185 Devonshire St, Boston, MA 02110 
