Investment Operations & Internalisation
Design and implement in-house investment, dealing, treasury, liquidity, middle-office and data capabilities.
Superannuation & Pensions
Platforms, Data & Operating Model
Connect the fund's technology roadmap with investment and member capabilities.
Overview
What this means for your business.
A fund's platforms and data connect administration, investments, custody and member channels.
Capmark helps funds assess that estate, set technology priorities and design the operating model around their strategy and scale.
We support integration, information ownership, data quality and platform transformation, connecting investment and member requirements with the wider business architecture.
What we do
The expertise we bring.
We assess the platform estate as it stands, set the target architecture against the fund's scale and product plans, and sequence the road map behind the products and services the fund is building — each step fundable and useful on its own.
Administration, investment, custody and member-channel systems connected so data moves between them accurately and without manual re-entry. Interfaces are documented and monitored, and each integration is tested against realistic volumes before it carries live traffic.
Ownership, quality and lineage for the data that moves money and members — contributions, balances, unit prices and contact records — fixed at source rather than in reports, and built towards a single reliable view of each member across systems.
The operating model the platform estate serves: how investments, administration and corporate functions are organised, where work is done and by whom, and how the target platforms change roles, handoffs and controls across the fund.
Senior delivery leadership from design through build, data migration and cutover: one governed plan across workstreams, rehearsals before each move, and support through stabilisation until the new platforms and processes run as everyday operations.
What to expect
A team shaped around the work.
Road-map work usually takes weeks rather than months: the estate mapped, options assessed with the fund's own teams, and a sequenced plan the board can fund. Delivery then runs in stages, each with its own rehearsal and cutover, and we stay through stabilisation rather than leaving at design.
Engagements run from a platform road map to full transformation delivery.
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 Platforms, Data & Operating Model.
Tell us what needs to change and where the pressure or risk is showing.