Architecture
Define the end-state operating model, service boundaries, data flows and governance responsibilities before implementation begins.
Platform
Your investment proposition,
powered by a next-generation platform.
A platform, in our context, is not a single piece of software. It is the coordinated operating layer that enables institutional investors to implement strategy across multiple providers with discipline, auditability and control.
Navigate
Jump to a section, then continue in sequence.
Definition
What we mean by platform
Not a single system. A complete institutional operating ecosystem.
Interpretation
Where governance intent meets provider execution.
A platform is the coordinated layer that sits between client intent and provider delivery. It brings structure, accountability and traceability across third-party systems and service providers.
We work closely with insurers, banks, fund managers and their administrators. We design how they work together and we oversee the operating model that binds them into a coherent whole.
In practice, this can take two forms: an advisory engagement to design a end-state operating model, or an implemented platform stack that clients can adopt as an off-the-shelf operational solution for investment administration and delivery.
Method
How it works
A disciplined sequence that creates clarity without slowing delivery.
Sequence
Architecture first. Implementation second. Oversight always.
Implementation
Coordinate onboarding, configuration and integration across insurers, banks, custodians and administrators.
Oversight
Operate the control layer, monitoring adherence to mandate, service standards and governance requirements over time.
Control
Governance by design
Oversight is embedded into the operating model, not bolted on after the fact.
Principle
Engineer operating ecosystems that produce the right outcomes by design.
Governance is most effective when it is embedded into the operating model structurally rather than procedurally.
This includes mandate controls, reporting discipline, provider accountability through SLA monitoring and clear escalation paths, aligned to client expectations.
Capability map
What the platform layer covers
A practical view of the workstreams that turn mandate intent into stable delivery.
Operating model
Service boundaries, role clarity, control ownership, escalation and decision points.
Provider coordination
Aligned workflows across insurers, banks, administrators, custodians and managers.
Data and reporting
Consistent reporting definition, reconciliations, audit trail and governance-ready reporting outputs.
Implementation control
Onboarding, configuration, mandate setup, change control and release discipline.
Oversight cadence
Service monitoring, breach handling, exception reporting and continuous improvement loops.
Mandate protection
Controls that preserve intent through provider changes, scale and operational complexity.