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Outsourced Consulting
Our Services
Outsourced Consulting
LightPoint can help our customers by offering them a variety of consulting services
- Market data assessment: LightPoint’s market data assessments help our customers streamline market data usage to reduce market data costs and to manage operational risk.
- Fractional CTO consulting: provision of CTO-level technology leadership and guidance for customers who are not large enough to justify a full-time CTO.
- Custom development work that leverages our Agile development teams in North America and Asia. These teams are experienced in the following business and technology areas:
System Installation
Our Services
System Installation
System Installation Services
Onboarding Services: LightPoint’s onboarding services begin before a customer signs up with LightPoint and continues until our customers are live with the system. Every customer is assigned their own dedicated experienced onboarding person to ensure that the experience is a positive one. Some of the services include:
- Working with the customer to complete a detailed on-boarding document that looks at how a given firm will be executing their orders and how they want to process account for them in our system. It also looks at the firms Prime brokers and fund administrators to work out any issues with sending and receiving start of day and end of day files.
- Recording the market data that a customer will need to drive the pricing and accounting functions in the system.
- Working with the customer to decide the best approach for loading the historical accounting data into the Portfolio Accounting system. LightPoint has a complete set of tooling to automate this task.
Outsourced Operational
Our Services
Outsourced Operational
LightPoint has a high touch group of experienced operations people that can partner with clients to manage their day to day operations by taking the lead role in managing all of a clients operational tasks including:
- Managing all position lifecycle events.
- Creating a robust and scalable operational infrastructure with efficient operational processes and procedures.
- Creating operations run books and oversight procedures to ensure all tasks are completed accurately and on a timely basis.
- Creating procedures that ensure that all data that goes into the system is properly verified and reconciled.
Outsourced Middle Office operations services include:
