The Implementation Services team consists of a group of people dedicated to bringing new clients onto the Spectrum platform. Additionally, this team is utilized when our existing customer expands their current business by adding a new fund, new prime brokers, or new products. The benefit of having a team focused on implementation is to give priority to the needs that specifically arise in this phase of the process.

Team members tend to have a high level of experience with the Spectrum system which facilitates the demands placed on the team by an always increasing level of complexity in products and data elements or protocols. Their backgrounds are in accounting, program management, and IT.

The scope of services provided by the implementation team primarily includes identifying reporting requirements and mapping/loading data (Investor, financial, historical, product). Each fund presents a unique set of needs and issues; therefore, this team responds with a highly customized plan of action for each client. We encourage clients to partner with us and provide us the details and guidance we need to offer the most accurate and timely service.