Why Us » What Why How
TransAd Partners is a transformation consultancy helping retail wealth management firms assure their technology and business processing changes will be successful; the firms accurately define their business needs and remain continuously focused on them, and that they manage risk and make decisions with superior information.
Investment firms often have a well-defined business vision, but they need help implementing the technology and business processing changes to fulfill their vision. They can be changing systems for business line and channel simplification, merging companies with disparate systems, changing clearing firms or planning for regulatory changes. Or they may be installing information reporting solutions to expose critical business intelligence. TransAd exists to help these companies realize their vision assisting them with platform consolidation, business process reengineering, software conversions and implementations, reporting solutions, and software integration for straight through processing.
Our services are different because we bring our many years of hands-on securities industry experience to bear and we partner with our clients throughout the implementation and continuing thereafter to help transform their businesses. We also help structure enriched decision-making through business intelligence and reporting. We understand the pressures that tight budgets, legacy systems, disparate data sets and regulatory requirements place on firms, and use that knowledge to guide our recommendations and activities.
Our services include:
Business functions covered include: