Adviser, Client & Investor Channels
Improve adviser and client journeys, onboarding, servicing, reporting and digital interaction.
Asset & Wealth Management
Investment Platforms & Operating Models
Build scalable investment capability around the right platforms and operating model.
Overview
What this means for your business.
Investment platforms connect portfolio management and trading with compliance, books of record and investment operations.
Capmark helps asset and wealth managers assess their platform estate and implement the systems, workflows and data required by the business.
We connect platform selection, rationalisation and integration with the operating model and controls, recognising the different requirements of investment teams and client-facing channels.
What we do
The expertise we bring.
We map the current estate — systems, interfaces, costs and the work each one carries — then run selection against your target operating model, vendor by vendor. Aladdin, Charles River and Bloomberg AIM are assessed on fit, total cost and migration effort, alongside the option of rationalising what you already run.
The operating model is the standard every platform decision is tested against: which functions sit where, what the platform does, what people do, and how data moves between them. We design it with the business, and it stays the reference through selection, build and migration.
We plan and run the delivery through to live operation: build, integration, data migration, parallel running and cutover, with vendor, custodian and internal teams working to one plan. Delivered work includes Calypso implemented for execution and settlement at one of Australia's largest superannuation funds.
Portfolio decisions rest on the daily record of positions, cash and exposures. We establish the investment book of record as that single record, define which system owns each element, and build the reconciliations that keep it aligned with accounting and custodian views.
We design the workflow from order to settlement so each step has an owner, exceptions surface the day they occur, and checks are part of the process rather than added afterwards. The result is a trade lifecycle that runs the same way every day, at higher volumes.
Around the platform sits the operating model of the middle office: trade support, corporate actions, pricing, reconciliations. We redesign these functions to match the new estate, so the platform's capability is reflected in how the work is actually done and staffed.
What to expect
A team shaped around the work.
The first weeks map the current estate and operating model: the systems, what each carries, what each costs, and where the daily friction sits. That produces a decision paper with options costed against the target operating model. From there, delivery runs in stages — design, build, migration, cutover — with a senior Capmark team working alongside vendor, custodian and internal teams, and a partner accountable throughout.
01
Assess
Establish the current state, the constraints, the risks and the value at stake.
02
Define
Shape the target model and the business case with the executives who own the outcome.
03
Mobilise
Stand up the team, the plan and the governance around the outcome.
04
Implement
Design, build and test the change, with the business alongside.
05
Sustain
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Insights
Related perspectives.
Get in touch
Talk to a Partner about Investment Platforms & Operating Models.
Tell us what needs to change and where the pressure or risk is showing.