Markets Platforms & Data — Capital Markets — Capmark Advisory

Capital Markets

Markets Platforms & Data

Platform change delivered against a live book, with the desk trading throughout.

Overview

The platform estate — order and execution management, portfolio management, position keeping and the market data feeding all of it — is one of the largest cost lines in a markets business, and one of the hardest to change while trading continues.

We select, deliver, upgrade and recover trading platforms against a live book: selection tested against the actual portfolio and operating model, implementation and migration with parallel run, and integration into risk, finance and operations. Market-data and reference-data estates are rationalised on actual usage and licensing terms.

The work runs through our Core Trading & Investment Platforms, Market, Pricing & Reference Data and System Integration practices. Execution workflow and algo change sit with our Trading & Execution work, and post-trade platforms have their own page.

What we do

Selection runs against your actual portfolio, volumes and operating model. Candidates are tested with your trades and workflows, and the result is a decision the desk, technology and operations all stand behind — with delivery planned from the start.

What to expect

Platform work is planned around the trading calendar from the outset: selection against your actual book, a migration and cutover plan from day one, parallel run before anything is switched, and the desk kept trading throughout. The senior team that runs selection stays through implementation, and your own staff work inside the delivery team so the estate is run confidently after go-live.

The same senior team runs selection and stays through implementation, migration and cutover.

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

Get in touch

Talk to a Partner about Markets Platforms & Data.

Tell us what needs to change and where the pressure or risk is showing.