Global Investment Manager Replacement of Proprietary Billing Platform

The client’s proprietary Billing and Commission platform was tightly integrated with their end-of-life accounting application. The replacement of the accounting application provided an opportunity to enhance the billing process and reduce the technology footprint via a modern, SaaS-based vendor product. Olmstead guided the client through a due diligence effort, assessing the market for potential partners, identifying requirements, and facilitating vendor POCs to assess functional and technical requirements and workflow capabilities.