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Tilliestar is a trusted advisor helping asset managers navigate all aspects of investment compliance. We rely on a disciplined methodology coupled with decades of experience to ensure successful client outcomes.
We can assist your organization with:
Migration to a new Order Management System (OMS) is a major project with implications across your organization. Our expert team will make sure the compliance side of your OMS conversion is a successful one.
Even a minor upgrade can have major consequences. Our experience and expertise across platforms, version releases and the evolving regulatory landscape can help to mitigate the risk in any upgrade your firm undertakes.
Our team has served in all facets of investment compliance, ranging from the vendor to the investment management side of the business. We can step in and complement your team across many disciplines. Whether day-to-day or project based, we are available to help.
We start our process by evaluating your current systems and needs in an initial discovery session (virtual or onsite) with the intent of understanding your:
Once we have established and agreed to the required scope of services, a contract of expected services is drafted for review.
We only bill for worked performed so it is important to note that, while we estimate the work, these are only estimates. If your project takes less time, you will not be billed for any time not used.
At the agreed upon start date, the project is kicked off with a planning meeting involving all key players. This meeting helps to confirm stakeholders involved and to foster an environment of open communication between the project teams affected by the work stream.
During the project we provide bi-weekly status updates and reports of deliverables per the agreed upon contract terms. At the end of the project, the final status report details the hours utilized, any outstanding tasks, as well as a summary of recommended next steps.