System Re-Platforms

Modernising legacy platforms is essential for investment managers and superannuation funds seeking operational efficiency, regulatory readiness, enhanced data capabilities, and future growth. IA partners with clients to successfully re-platform core investment, administration, and data systems — including the implementation or migration of platforms such as Charles River, BlackRock’s Aladdin and eFront systems, Golden Source and custom data warehouses. From early-stage strategic alignment through to detailed migration, testing, and go-live, IA brings structure, expertise, and a delivery mindset that reduces risk, ensures stakeholder buy-in, and enables seamless adoption across the business.

Strategic Assessment & Planning

Current-state platform and process diagnostics
Target-state architecture and operating model definition
Investment platform strategy development across front, middle, and back office
Business case development and benefits realisation planning
Support for vendor market engagement
Roadmap design and prioritised transformation planning

Platform Selection & Solution Design

Functional and technical requirements tailored to asset classes and fund structures
Platform capability assessments (e.g. portfolio modelling, risk, performance, data lineage)
Platform integration mapping (e.g. with custodians, order management, registries, CRMs)
Solution design including trade workflows, mandate rule configuration, and compliance integration
Alignment with governance, risk, compliance, and data standards

Data Migration & Investment Data Transformation

Discovery, cleansing, and mapping of investment data from legacy platforms
Migration strategy and tooling design for instruments, holdings, transactions, pricing, and benchmarks
Asset class-specific handling for complex instruments (e.g. alternatives, overlays, derivatives)
Reconciliation frameworks for positions, valuations, and P&L
Decommissioning strategy for legacy investment systems

Integration & Testing Across the Investment Ecosystem

Definition and management of interfaces between platforms (e.g. OMS, PMS, risk, finance, CRM)
Integration with platforms for portfolio management, compliance, and alternatives
Test planning including SIT, UAT, dry-run migrations, and integration validation
End-user and front office engagement during test cycles
Resolution of defects and platform configuration refinements

Change Management, Cutover & Post-Go-Live Support

Organisational readiness assessments and change impact analysis
Front, middle, and back office training and adoption plans
Cutover management including dual-run periods and fallback readiness
Go-live monitoring, issue triage, and hypercare support
BAU handover and platform stabilisation planning

Why Businesses Choose Integrated Advisory

Deep understanding of investment operations, asset management platforms, and data ecosystems
Experience with industry platforms such as Charles River, BlackRock Aladdin, eFront, and others
Proven success in managing complex re-platforming initiatives across front, middle, and back office
Strong data transformation, reconciliation, and migration capability across investment books of record
Ability to coordinate vendors, internal teams, and external service providers with agility
Track record of delivering risk-aware, compliant, and efficient transitions

Client Impact

Our Industry-specific expertise and proven delivery frameworks empowers businesses to achieve:

Strategic alignment between investment goals and platform capabilities
Accelerated time to value with structured delivery and proven toolkits
Clean and reconciled investment data with transparent migration and audit trails
Seamless integration between new and existing platforms and service providers
Enhanced portfolio management, compliance, and reporting capabilities post-implementation
Confidence in execution and post-go-live stability, even in high-complexity environments

Partner with Integrated Advisory to drive a successful system re-platform and integration journey.