You have recently founded a new investment or brokerage firm. While you have extensive business experience, the challenge lies in establishing an online presence and technological infrastructure. You have some prospective clients, but you currently lack everything, from a website to trading facilities. Additionally, you anticipate that auditors and regulators will eventually require documentation regarding all IT-related activities.
Solution
Do not panic! We will help you manage all these aspects. Just call us and focus on your business!
Modern Office Setup
Enjoy a fully-equipped office with the latest technology, including PCs, phones, televisions, video conferencing equipment, and multifunction printers, all at a competitive price.
Scalable Cloud Infrastructure
Access cloud-based server infrastructure that is reliable and easy to manage, designed to accommodate your growing needs.
Trading Infrastructure
Benefit from ready-to-use trading environments with Information and Trading workstations (including Bloomberg and Broker terminals).
Operational Software Systems
Prototypes of CRM, risk management, and back-office systems, coupled with established operational processes, sufficient to support your business needs during the initial year.
Web Presence
Ensure easy accessibility for your company through a landing webpage and a phone system with all calls recorded, featuring an IVR system that can route calls to a live receptionist.
Documentation
A package of technology documentation detailing the entire IT landscape and processes.
Strategic IT Planning
Upon additional request, we can develop an IT strategy and budget proposal for the next three years.
Timelines
1st Month
Clarification of needs, expectations, and budget. Setup of office and cloud infrastructure.
2nd Month
Setup of trading facilities and website development.
3rd and 4th Months
Development of CRM and back-office system prototypes.
5th Month
Implementation of the risk management system prototype.
6th Month
Launch of a web-based client investment cabinet featuring daily portfolio updates.Completion of documentation package. Preparation of IT strategy and budget for the next three years.
