Testing & Automation

Integrated Advisory (IA) delivers specialised Testing and Automation capabilities uniquely tailored for the Investment Management, Superannuation, and Custodian industries. Our deep domain expertise allows us to comprehensively support our clients through custody migrations, fund administration and registry migrations, asset transitions, client onboardings, transformation programs, and system re-platforming initiatives. Unlike competitors, our extensive industry-specific knowledge enables us to manage end-to-end testing activities, from business-level reconciliations and scenario documentation to detailed validation—leveraging business stakeholders as informed reviewers rather than relying on them as testers. This reduces business overhead, enhances accuracy, and expedites delivery cycles.

Domain Specific Testing Expertise

Test teams with specialised understanding of Investment Management, Superannuation, and Custodian data.
Comprehensive experience in custody migrations, FA and registry migrations, asset transitions, SFTs, and large-scale transformation programs.

Comprehensive Testing Services

System Testing, System Integration Testing (SIT), User Acceptance Testing (UAT), and Performance Testing.
Operational Day-in-the-Life testing to validate real-world usage scenarios.
Complex periodic lifecycle testing including tax and distribution events.
Extensive cutover planning, priming capabilities, and Dress Rehearsal testing for large separation events, asset transitions, and SFTs.

Cross-Functional Expertise

IA consistently forms multi-disciplinary teams from business, IT, and data domains to collaboratively tackle complex challenges, deliver comprehensive solutions, and drive continuous improvement.

Automation & Reconciliation

Custom-developed, open-source-based automation platform specifically designed to overcome data layer reconciliation and legacy UI automation challenges in the Investment industry.
Automation of business processes to significantly reduce the need for manual dual keying by business teams, improving efficiency and accuracy.

Test Governance

Formalised Quality Governance with an iterative, shift-left approach to proactively identify and resolve issues early in the project lifecycle.
Real-time, transparent metrics dashboards and robust checks and balances to enhance decision-making and transparency.
Streamlined management of test data and environments, facilitating large-scale, complex end-to-end testing scenarios with ease.

Flexible Delivery Methodologies

Proficient in SAFe6 Agile methodology, and skilled in Waterfall, DevOps, and other Agile frameworks, ensuring seamless integration with clients’ existing processes and methodologies.

Why Businesses Choose Integrated Advisory

Domain-specific testing knowledge across investments, super, and wealth
Experience with testing complex ecosystems involving multiple third parties
Strong reconciliation and data validation capabilities
Ability to identify and implement automation opportunities that add real value
Deep understanding of regulatory testing obligations and member impact risks
Structured, metrics-driven testing frameworks with transparency and control

Client Impact

By engaging IA for testing services, clients benefit from:

Reduced testing risk and faster identification of defects
Improved test coverage and stakeholder confidence
Accurate and clean data validation with reduced manual effort
Strong governance and transparent reporting throughout testing cycles
Lower long-term costs through automation of repeatable tests
Successful go-lives with minimal disruption to operations or investors

Integrated Advisory is uniquely positioned to de-risk programs of work being undertaken by clients through development and execution of comprehensive test strategies.