Practices & Technologies

Technologies and vendor platforms we have expertise in

Tackling financial services technology challenges

Introducing new technologies to your operating model can be daunting.

  • Which technologies will bring the greatest time and cost savings?
  • Which solutions will complement, co-exist, and integrate well with your existing infrastructure?
  • Which will deliver the greatest benefits to your clients?
  • Who are the key vendors and how do they compare?

At Elgin White we have in-depth expertise in all financial technologies – up and coming as well as established.

Watch Jeremy Hurwitz share his insights on what investment managers can do to prepare for T+1 in this 2-minute video clip (right).

Jeremy’s full 12-minute interview with State Street Alpha Addressing Data Management Challenges with Cloud-First Solutions is available below.

Practices

Front Office

Front Office

We create fully integrated environments that eliminate operational efficiencies, deliver a clear view of your performance, and future-proof your front office. Our expertise spans portfolio analytics, portfolio construction, performance measurement and attribution, compliance, order management systems, and risk management.

Middle & Back Office

Middle & Back Office

We work with you to provide the tools and processes needed to create robust middle and back office operations. Our experts design and build data-centric operating models, transparent data flows, and tight controls to ensure effective risk management, settlement, compliance, and accounting.

Enterprise Data Management

Enterprise Data Management

We advise and execute on all aspects of Enterprise Data Management (EDM). We create data-centric operating models that enable holistic oversight. We analyze how best to structure, store, retrieve, and govern your data assets to ensure data quality, security, and effective utilization for business purposes.

Cloud & Saas

Cloud & Saas

Wherever you are on your cloud or SaaS journey we support all aspects of your cloud migration or adoption initiatives, from needs analysis to deployment. We conduct outcome-based business reviews, formulate strategies aligned to business goals, conduct unbiased vendor selections, and deliver ongoing support.

Reporting

Reporting

Following an in-depth review of your current client communications and reporting processes we offer strategic advice on the most effective ways to create and disseminate financial information. The goal is to boost stakeholder experience while ensuring accuracy, clarity, and compliance.

Connectivity

Connectivity Management

Our experienced consultants can take responsibility for the effective management and maintenance of your multi-vendor connectivity. This enables seamless, reliable, accurate, secure, and compliant data exchange, within and between financial institutions.

Front Office Systems

Front office systems are software and tools used for customer-facing functions like trading, sales, and customer service, facilitating real-time interactions and transactions with clients.

Middle & Back Office Platforms

Middle and back office systems handle tasks such as risk management, settlement, compliance, and accounting, supporting the operational and administrative aspects of financial transactions and investments.

Enterprise Data Management

Enterprise data management (EDM) involves the structured organization, storage, retrieval, and governance of an organization’s data assets to ensure data quality, security, and effective utilization for business purposes.

Cloud & Saas

Cloud (cloud computing) is the delivery of computing services (e.g., storage, processing) over the internet. SaaS (Software as a Service) is a cloud-based software distribution model, where applications are accessed via the internet.

Cloud & Saas

Cloud (cloud computing) is the delivery of computing services (e.g., storage, processing) over the internet. SaaS (Software as a Service) is a cloud-based software distribution model, where applications are accessed via the internet.

Reporting

Reporting in financial services entails the creation and dissemination of financial information, including statements, analyses, and summaries, to inform stakeholders about firm’s financial performance and condition.

Connectivity Management

Connectivity management in financial services refers to the supervision and maintenance of secure and reliable network connections, enabling seamless and safe communication and data exchange within and between financial institutions.

Industries

Learn more about the financial services sectors and clients we work with

What our clients say

Technologies and vendors we work with

Elgin White consultants have engaged with the complete spectrum of financial services technology vendors for many years, either as employees, partners, or clients.

We have deep knowledge of their capabilities and implementation requirements. We have early sight of new technology innovations and are regularly briefed on upcoming releases.

We pride ourselves on delivering independent advice throughout the selection and implementation process, and beyond.

Aladdin by BlackRock

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Allvue

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Bloomberg

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Calastone

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Cassini Systems

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Clearwater Analytics

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Charles River

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Eagle Investment Systems

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Enfusion

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FundApps

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Jeremy Hurwitz

Managing Director - North America

Based in Los Angeles, California, Jeremy founded InvestTech Systems Consulting LLC in 1990. As President and Director the Enterprise Data Management and Architecture Practice for more than 25 years he managed over 50 large investment technology, strategy, and implementation projects for many of the largest global investment management firms. Following the acquisition of his firm by Accenture in 2017, Jeremy remained as Managing Director, Asset Management Lead.

Jeremy joined Elgin White in 2022 to lead the firm’s launch into North America. He is recognized throughout the North America asset management community as a thought leader and innovation architect in the design of enterprise data, analytics, and reporting platforms. His deep knowledge, broad buy-side network, and extensive experience deploying business-outcome-focused technology solutions successfully has accelerated the growth of Elgin White in North America.

Stanley Drasky

Managing Director

Stan joined Elgin White in 2020 following an impressive 30-year career working predominantly for world-class buy-side financial services firms in North America and Europe. He is a renowned buy-side technology leader with a reputation for designing and delivering large-scale transformation initiatives at scale and pace. Currently, Stan is especially active leading infrastructure (cloud and managed services) transformation projects.

His most recent roles prior to Elgin White include Chief Information Officer (EMEA) at State Street and various senior positions during his eight-year tenure at Northern Trust Corporation, including Head of IT & EMEA/Global Director of Fund Administration Technology, Global Director of Asset Management Technology, and Director of Trade Execution Technologies. Stan has also held senior Operational and Technology roles at Nuveen Investments and BNY Mellon.

Throughout his career Stan has been a strategic client or partner of every major front-to-back office technology vendor including SimCorp and Charles River Development.

Erik Schutte

Managing Director

Erik founded Elgin White’s consultancy practice in 2019, which transitioned the firm into a full-service buy-side consultancy and resourcing business. He is an experienced front-to-back business transformation professional and has held several senior management positions during his more than 30-year career in the UK and his native Netherlands, as well as Asia Pacific.

Previous roles include Head of Professional Services at SimCorp, Director at PwC UK, and Managing Director for Wealth & Asset Management Services at Accenture UK & Ireland.