What we do

We work directly alongside your team, vendors and other partners to bring specialist expertise to the parts of a program where complexity, pressure and execution risk are highest.

Across all our practice areas, we combine experienced people with proven delivery IP: Auto XLR8, our proprietary automation platform, and our battle-hardened Crawl-Walk-Run implementation framework.

Taken together, they form a delivery capability built specifically for the demands of buy-side technology change.

End-to-end testing and data orchestration

Testing investment management systems is a specialist discipline. The workflows involved – such as trade capture through to settlement, corporate actions, position reconciliation, NAV calculation and compliance monitoring – are complex, dynamically interconnected and impossible to fully validate without the right tools and experience.

Our capability covers functional and regression testing, integration testing across OMS, PMS, risk and accounting platforms, data migration validation, UAT support and performance testing at realistic load. Our Auto XLR8 platform underpins itall, enabling automated, repeatable, scalable testing across the full investment lifecycle, and building learnings to future-proof program delivery.

Vendor selection and advisory

Choosing the wrong technology partner for a major implementation is an expensive mistake that could take years to correct. We help firms evaluate, select and plan the implementation of platforms that best align with their operating model, asset class mix and growth plans.

Our advisory is genuinely independent and vendor-agnostic, informed by deep experience of how these platforms behave in live investment management environments.

Integrated front, middle and back-office delivery

We support firms across the full investment operations lifecycle from portfolio management and order execution through to trade processing, reconciliation, compliance monitoring and reporting.

We operate through senior-led delivery pods that scale with program needs. The people who lead our engagements are the people doing the work. Our teams combine deep functional knowledge of investment workflows with the technical capability to build and validate the integrations that turn multiple platforms into a working operation.

Investment management

We partner with asset managers, wealth managers and hedge funds to modernize and optimize their investment operations, from portfolio construction and trading through to risk, compliance and client reporting.

Our team combines platform expertise with an understanding of the investment workflows these systems are built to support, ensuring technology implementations are aligned to real operational needs, not just technical requirements.

Best practice implementation

We help investment management firms adopt and implement proven operational and technology practices across their businesses.

Drawing on deep sector experience, we design and implement efficient, scalable processes that improve compliance, reduce operational risk and build more resilient systems, taking our clients well beyond standard vendor guidance to reflect what actually works in live buy-side environments.

Deliver complex system change with confidence

Critical investment operations need system change that is controlled, tested and safely delivered. Velocity brings you the confidence to get there.

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