Technology implementation and Conversion

TransAd Partners works with retail wealth management firms to implement and convert technology systems. From environmental impact assessment to historical data conversion support, and proceeding to testing and rollout management, TransAd allows firms to efficiently implement and rollout new technology solutions propelling them forward.

Technology implementation and conversion services include:

• Perform environmental impact assessment and gap analysis
• Identify tasks and dependencies, and prepare suitable implementation plans
• Full engagement throughout implementation fulfillment
• Data analysis and mapping performance
• Assist with historical data conversion
• Clearing and custodian conversion support
• Effective test plan design and fulfillment
• Rollout planning and fulfillment assistance
• User interface screen, navigation and edit control design