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Are you planning on acquiring or merging with another firm that uses the same Portfolio Management System? There are many considerations and contingencies to plan for prior to attempting to merge any two data sets into one system. Let BaySys highlight all of the potential pitfalls, and create a project plan and needs assessment that will outline all tasks that need to be completed and tested.
Are you converting data from another Portfolio Management System or company? BaySys can create programs to extract data from one system and automate entry into another, ensuring accuracy and speed.
BaySys can work with you and your vendors and custodians to create customized solutions to get information either into or out of your Portfolio Management System. Whether you are working with multiple product families/companies, or just need some functionality not contained in your current Portfolio Management System, BaySys can help.
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