Developing a Wealth Management Platform for a Major Asset Manager

Business Challenge

A major, global Asset Management firm had a portfolio construction and management process that utilized many disparate systems (e.g., (sales mgmt), internal trade mgmt systems (trading), Excel (portfolio construction), Blackberry (calendaring), and Lotus Notes (email), etc.). As a result, there was little integration across systems which caused a labor intensive process that was difficult to scale efficiently. Kohesiv was hired to design a consolidated, best in class, workstation portal for client relationship and portfolio management.


Kohesiv analyzed the Portfolio Control processes and technologies and helped define a scalable Portfolio Control Workstation solution based on best in breed vendor products integrated with client capabilities. Solution enabled a scalable and efficient mass customization of client portfolios.


Kohesiv defined the Business Requirements for the proposed portfolio control process, surveyed the vendor landscape for best in class portfolio management tools, managed both the RFI process (18 products) and the RFP process (3 Vendors). Completed a build vs buy analysis with underlying business case. Selected the vendor product and developed the integrated System Architecture and Technical Documentation.

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