Buy-side technology by
senior practitioners.
From strategy through go‑live, we lead and deliver change across public and private markets, from the front office to the back.
What we do
Operating model and architecture
Where you are, where you should be, which platforms get you there, and the roadmap to follow.
Selected engagementsPlatform implementation
Configuration, data migration, interfaces, testing, cutover and hypercare on industry leading platforms.
Selected engagementsEnterprise data
Architecture and governance, golden sources, lineage, and reconciliation between the front office, accounting and reporting.
Selected engagementsAI and automation
Use cases, pilots and production rollout of AI and workflow automation across operations, accounting and reporting.
Selected engagements
How we work
01
Independent assessments
Operating model, platform choice, a program in trouble: a senior view in a few weeks, with a written recommendation you can take to your committee.
02
Program leadership
We run the program from your side: the plan, the vendors, the integrator, from planning through stabilization.
03
Delivery teams
A workstream or program staffed entirely: the lead, the analysts, the developers, under one point of accountability.
04
Embedded specialists
Depth inside a program you already run: business analysis, data migration, testing, integrations, from a bench we've worked with for years.
Selected engagements
Life insurance and annuities manager
Portfolio & risk analytics for private assets
Support for the rollout of Bloomberg PORT for private assets across the data, configuration and testing workstreams: feed mapping and validation, setup across Terminal, Excel, Web and Snowflake, reconciliation requirements, compliance rules and thresholds, and cash-flow forecasting.
Platform implementation · Enterprise dataBloomberg, Snowflake
Global asset manager
Trading system migration
Trading workstream of the firm's move from Charles River to Aladdin: mapping of the existing workflows to Aladdin's process reviews, preparation of the compliance rules for recoding, work with the vendor on portfolios, custodians and broker aliases, and testing of every workflow with the business.
Platform implementationAladdin, Charles River
Global asset manager
IBOR implementation
Delivery of a front-office upgrade on Charles River and a new IBOR, through go-live and hypercare, while the firm moves its middle office to State Street Alpha. Blotters, FIX auto-routing, fixed income and repo trading, configuration, testing.
Platform implementation · Enterprise dataCharles River, Alpha Data Platform
Alternative asset manager
GP target operating model
Strategy support for the firm's credit, insurance and capital solutions businesses: target state, build versus buy, architecture, vendor evaluation, and a phased roadmap. Requirements across deal sourcing, risk and execution.
Operating model and architectureAladdin, Charles River, Finbourne
Global asset manager
Performance & attribution implementation
Performance and attribution workstream of an Aladdin middle-office program: classification schemas, benchmark governance, platform gaps, exception-based controls, and migration of the performance history.
Platform implementation · Enterprise dataAladdin
Global asset manager
Municipal trading desk expansion
Program to modernize a municipal trading desk with the firm's expansion into SMAs and ETFs: the roadmap on Investortools Perform, and the move of Perform to SaaS with the cloud transition, vendor delivery and data conversion. Definition of the workflows and requirements, build and test of the compliance rules and custom reports, and UAT.
Operating model and architecture · Platform implementationInvestortools
Private equity advisory firm
AI agents for accounting and FP&A
Engineering build of production AI agents, written in Python on LangChain, that automate the firm's accounting and FP&A work. Snowflake architecture over private markets data sources with action logs for auditors.
AI and automation · Enterprise dataPython, Claude, LangChain, Snowflake
Public pension
LP technology modernization
Program execution for a multi-year modernization across private equity, private debt, real estate and infrastructure, toward one IBOR and ABOR. Direct oversight of implementation partners and vendors, ownership of the plan and the executive reporting, and management of requirements, data migration, testing and change.
Platform implementation · Enterprise dataDynamo
Private credit manager
GP future-state architecture
Discovery across investment, accounting, investor management and reporting, requirements for a future-state credit platform, and the structure of the vendor evaluation: comparison criteria, workflow documentation and integration considerations.
Operating model and architectureAllvue
About
An independent firm,
accountable to our clients.
The buy-side has no shortage of consultants — it has a shortage of people who can take ownership and deliver. Ring Advisors was built on that distinction. For the last decade we’ve answered only to our clients, and we stand behind every consultant we bring to the table.
26th Floor
Boston, MA 02108
Let’s talk about what you’re trying to solve.
A decision to make, a platform to choose, or an implementation that’s off track — we join at any phase.
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