Broadgate, part of Ortecha, helped a global asset manager select and implement a modern portfolio and order management platform through a structured vendor selection process. The engagement aligned cross-asset requirements, reduced operational errors by 98 percent, cut infrastructure costs by over £450,000 and enabled faster launch of new investment products.
Scope:
Impact:
The client’s existing investment systems had been in place for years. They were stable, but no longer fit for purpose.
Adding new functionality was difficult. Supporting new asset classes was slow. Teams relied on manual workarounds to bridge gaps between systems.
Operational risk was increasing. Errors were creeping into processes that should have been automated. And most importantly, the business was struggling to launch new products at the pace the market demanded.
Leadership could see the issue clearly. The platform was no longer supporting growth. It was holding it back.
The client needed an independent partner who understood both investment operations and technology platforms.
We brought a practitioner-led approach. We had seen these platform challenges before and knew how to run a selection process that balanced business needs, technical fit and commercial reality.
We were engaged to bring clarity to a complex decision. Not to push a vendor, but to help the client choose the right platform with confidence.
We worked closely with investment, operations and technology teams to build a clear picture of what the future platform needed to support.
We started with structured requirements gathering across the business. This ensured the selection process reflected real user needs, not assumptions.
We then ran a full market scan and formal RFP process. Vendors were assessed against functional capability, integration fit, scalability and cost.
Shortlisted providers went through detailed evaluation, including workshops and scenario-based assessments. This allowed the client to see how each platform would perform in real operating conditions.
Alongside this, we managed the commercial process. Supporting contract negotiations and ensuring the client secured the right terms for implementation and long-term use.
Finally, we stayed involved through implementation and migration. Helping the client transition to the new platform without disrupting ongoing investment activity.
The new platform fundamentally changed how the client operated.
Investment teams could manage multiple asset classes on a single system. Processes that previously relied on manual input were automated and standardised.
Operational errors dropped by 98 percent. Teams had greater confidence in the data they were working with and spent less time fixing issues.
New investment products could be launched on average three months sooner. The platform no longer limited what the business could offer or how quickly it could respond to market opportunities.
The shift also reduced cost. Simplifying the technology estate cut infrastructure requirements and delivered savings of over £450,000.
Investment platforms are often treated as back-office systems. In reality, they shape how quickly a firm can innovate and how reliably it can operate.
This project shows the difference between replacing technology and selecting the right platform.
A structured selection process gave the client a platform that supports growth, reduces risk and scales with the business.
For asset managers facing similar challenges, the question is not whether to change platforms. It is whether you are choosing the right one.
A global asset manager operating across multiple investment strategies and asset classes. The business runs a complex investment environment, where speed, accuracy and flexibility directly impact performance and client outcomes.
Partner, Technology Transformation
Partner, Technology Transformation
