The McNamara Group (home)Business / Technology Planning and Improvement

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