Business Enhancement
The McNamara Group provides a wide-array of business-enhancing services:
Specific Impact: Portfolio Management Systems and Process Improvement
- Account administration efficiency programs
- Reconciliation process improvement
- Trading process analysis and optimization
- Performance measurement capture and reporting analysis
- Business writing, technical writing, and documentation services
- Project management oversight and discipline
- Customized workflow tools and solutions
Broad Impact: Investment Management Business and Technology Improvement
- Comprehensive portfolio accounting workflow review
- Investment management operations organizational review
- Migration planning across technology vendors
- Operations automation and technology analysis
- Knowledge review and education services