With an accounting and performance platform reaching end-of-life, the client was faced with a decision to replace the technology or outsource middle and back-office operations. Because the legacy technology was tightly coupled with the investment team’s front office technology, the evaluation included an assessment for replacement of the existing proprietary OMS. Olmstead was engaged to lead the client through determining strategic direction – technology replacement or outsourcing – and assessing the market for potential technology solutions (accounting, performance, and OMS).