Panacea Consulting Services

Independent Advisory for Middle-Office & Reporting Systems

We specialize in system selection, implementation, and ongoing maintenance & servicing of buy-side portfolio analytics engines and reporting solutions. Completely independent and vendor-agnostic.

Data Governance & Inventory Management

Formulation of robust data governance policies, detailed documentation, and rigorous quality controls of your data inventory.

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System Selection

Comprehensive needs analysis, formulation and evaluation of RFI/RFP processes down to final system recommendations.

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System Implementation

Discovery of data needs, development and deployment of data feeds, verification quality controls, and custom report building.

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Maintenance & Support

Ongoing monitoring and verification of data feeds, validation of report outputs, and catering to ad-hoc analytical/reporting needs.

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01 / Foundation

Data Governance & Policy

Establish trust, lineage, and operational rules across your buy-side data platforms.

Phase 1

Foundation & Definition

The Base: Data Dictionary & Lineage

Objective

Establish a single source of truth to eliminate downstream calculation discrepancies and reporting errors.

What We Do

Define asset classes, uniformly map data lineage, and establish data dictionary schemas across all platforms.

The Value

Ensures every internal team, data system, and automated tool speaks the exact same financial language.

Phase 2

Trust & Optimization

The Core: Data Quality Assurance

Objective

Turn raw, fragmented financial data into a highly reliable, audit-ready corporate asset.

What We Do

Deploy automated validation rules, daily reconciliations, and continuous anomaly detection thresholds.

The Value

Eliminates manual spreadsheet checks, ensures regulatory reporting accuracy, and mitigates operational risk.

Phase 3

Control & Continuity

The Shield: Governance & Policy

Objective

Secure your investment operations with ironclad access protocols and compliance frameworks.

What We Do

Formalise ownership roles, system write permission access rights, and clear data retention policies.

The Value

Protects client confidentiality while guaranteeing seamless compliance with shifting financial regulations.

Learn More About Governance

02 / Advisory

System Selection

Structured, vendor-agnostic evaluation models to target the ideal software stack.

Step 01 Build Understanding

Step 02 Stakeholder Discovery

Step 03 Vendor Viability

Step 04 Shortlisting

Step 05 Vendor Demos

Step 06 Solution Selection

Step 07 Implementation Planning

Advisory Step 01

Build Understanding

Project Alignment & Scope Definition

Align on core project purpose and high-level business drivers.
Establish project success criteria and key performance indicators.
Identify project stakeholders, sponsors, and operational leaders.

Advisory Step 02

Stakeholder Discovery & Requirements

Discovery & System Landscape Mapping

Engage key operational stakeholders through target interviews.
Document current-state business processes and operational pain points.
Formalize future-state functional requirements and criteria schemas.
Map the surrounding application architecture and dependency layers.

Advisory Step 03

Vendor Viability Analysis

Market Screening & Engagement

Screen global software markets to compile long-lists of potential vendors.
Initiate initial vendor outreach to gather baseline product criteria.

Advisory Step 04

Vendor Response & Shortlisting

RFI/RFP Management & Scoring Matrix

Conduct structured Request for Proposal (RFP) cycles with clear timelines.
Review, score, and weight vendor RFP responses against key requirements.
Filter candidates down to a short-list of qualified solution providers.

Advisory Step 05

Vendor Demos

Interactive Demos & Technical Q&A

Coordinate live, multi-day interactive product demonstrations.
Facilitate rigorous technical Q&A sessions with vendor developers.
Score performance against customized business-specific scenarios.

Advisory Step 06

Solution Selection

TCO Modeling & Commercial Evaluation

Build detailed 5-year Total Cost of Ownership (TCO) evaluation models.
Conduct independent client reference checks for selected systems.
Negotiate pricing, service scopes, and contract deployment timelines.
Make the final vendor selection and formulate recommendations.

Advisory Step 07

Implementation Planning

Execution Blueprints & Contracts

Model staffing plans and target resource budgets for the build.
Finalize system software agreements and deployment SLAs.

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03 / Integration

System Implementation

Seamless operational deployment, ETL data pipelines, and parallel parity validation.

Phase 01

Governance & TOM

Align key stakeholders, appoint project business leads, map current manual operational workflows against ideal future-state structures, and draft operational SLAs.

Phase 02

Requirements & Design

Map operational workflows, define system boundaries, conduct functional gap analyses, and document downstream interface points.

Phase 03

Integration & Feed Build

Construct robust system data feeds to satisfy integration and downstream reporting requirements, configuring reference data structures and processing controls.

Phase 04

Migration & Verification

Clean and migrate historical records, execute parallel processing runs to verify calculation parity, and conduct comprehensive historic data reconciliation and verification.

Phase 05

Controls & Testing

Build exception management queues, configure warning alerts, execute end-to-end lifecycle testing, and conduct specialized staff training.

Phase 06

Deployment & Support

Secure final operational sign-offs, execute weekend deployment run-books, and provide intensive post-go-live hypercare support.

Governance & Operational Model

Requirements & Functional Design

Integration & Feed Build

Migration & Verification

Process Controls & Testing

Deployment & Hypercare Support

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04 / Support

Maintenance & Operations Support

Dedicated outsourcing solutions for daily data validation, reporting workflows, and platform scaling.

Data Operations & Quality

Daily validation of position, holding, and performance data feeds.
Operational anomaly detection and automated threshold reconciliations.
Centralized communication hub for resolving downstream data conflicts.

Platform Administration & Onboarding

Access control administration, user group permissions, and workspace management.
Standardized onboarding of new portfolios, managers, mandates, and historical returns data.
Ingestion feed updates based on emerging operational requirements or changes in underlying data sources.

Distribution & Regulatory Compliance

Generation, validation, and scheduled distribution of reports to internal and external recipients.
Verification and syndication of locked, sign-off-ready data output to downstream publishing platforms.
Operational support for post-trade compliance monitoring, stress tests, and regulatory disclosures.

Ad-Hoc Reporting & Platform Expansion

Rapid ad-hoc reporting and customized data extractions to support sales and distribution activities.
Ongoing review of operational data requirements and adjustment of report delivery methods.
Productionizing frequent requests into automated schedules or scaling to new risk/attribution analytics platforms.

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Get in Touch

Contact Panacea

Connect with our systems consultants to discuss your selection, implementation, or daily operational support requirements.

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