Advisory, implementation, integration, operational ALPHA

Strata Services

Strata is a delivery-focussed consultancy specialising in BlackRock’s Aladdin Enterprise and eFront platforms. We are industry leading specialists who have been involved in the majority of global Aladdin implementations over the last 10 years.

ADVISORY

Aladdin System selection advisory for Asset Managers, Wealth Managers, Insurers, Sovereign Wealth Asset Servicers who are considering Aladdin®

Target Operating Model

End-to-end support in designing and implementing fit-for-purpose TOMs:

  • Create an operational strategy to support business growth and meet a changing regulatory landscape.
  • Evaluation of current state, design of future state.

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BUSINESS CASE
  • Advisory assignments for vendor capabilities and front-to-back analysis comparison vs Aladdin.
  • TOM scenario planning and value delivery modelling including Insourcing vs Outsourcing.

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ECOSYSTEM ADVICE
  • Strategic advice assessing how Aladdin fits into your broader technical and data architecture.
  • In-depth assessment of the ancillary systems, data flows and interfaces required for future state.

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EXECUTIVE EDUCATION
  • Lead introductory and deeper dive sessions for executives on Aladdin, how it works, and what to expect from an implementation.
  • Support from Strata’s senior team on all elements of the Aladdin Investment from business case, and adoption to the products, outsourcing and optimisation.

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Integration

IMPLEMENTATION

Understand how we help firms like yours, to design, build and test the Aladdin Enterprise platform for maximum business adoption.

Aladdin Enterprise Implementation
  • Pre-contract and Early Wins and Green Package
  • BPR and TOM design
  • Configuration, UAT and Model Office

Visit Aladdin Enterprise here

eFront Implementation
  • Programme management tailored to a client’s needs, including programme leadership, project management and PMO services.
  • Support including pre and post project activities.

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Whole Portfolio Solution
  • We advise and evaluate potential solutions, including Aladdin’s whole Portfolio solution (WPS), as well as other market offerings.
  • eFront setup review to determine the readienss to integrate with the WPS or another solution such as Data Lake with reporting tools.

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Investment Compliance
  • Strata offers clients transformational end-to-end OMS implementation services with investment compliance as a core offering
  • Our Practitioners are industry leaders in Investment Compliance

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INTEGRATION

Aladdin Enterprise will be a part of your investment ecosystem. Learn how we integrate seamlessly into your up and down stream systems.

Aladdin Provider
  • Deliver insourcing, outsourcing and miration of MO between providers.
  • Deliver Target Operating Model (including follow the sun / CoE), implementations, data, technical and change management for Asset managers, Asset owners and Asset servicers.

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eFront Provider
  • Deliver insourcing, outsourcing and miration of MO between providers.
  • Deliver Target Operating Model (including follow the sun / CoE), implementations, data, technical and change management for Asset managers, Asset owners and Asset servicers.

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M & A Integration
  • The Aladdin Platform is transformational for organisations and a great tool during corporate events.
  • These include mergers and acquisitions, divestitures, spin-offs and public offerings.

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Accounting & Performance Integration
  • A centralised Accounting and Performance function that delivers against validated Accountin, Performance and Attribution Returns.
  • Align operational processes and controls for multi-use of of downstream data.

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Enterprise Data Integration
  • Combining data and technical capabilities with a deep understanding of investment management finance to understand data, offer value-added solutions with a delivery cycle with fewer iterations than others.
  • Our leaders each have over 20 years of experience working with ront office investment and asset management teams.

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Reporting Integration
  • Design and implement integrations from Aladdin to multiple downstream client and regulatory reporting systems.
  • Utilise the Aladdin Data Cloud to combine investment data, Aladdin/eFront domain with the experienced PM/BA capabilities to ensure timely and accurate execution and delivery.

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operational alpha

OPERATIONAL ALPHA

Going live, is just the start. We help firms like yours maximise their usage, efficiencies and return on investment with Aladdin Enterprise and eFront.

Aladdin Managed Service
Offer day to day front line support for clients, ranging from technical and process queries, platform Q & A and experienced guidance in navigating the complexities of your new target operating model.

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Aladdin and eFront Health check
  • In addition to the Managed Service, our subject matter experts (SMEs) assist post-go-live reviews of processes to evaluate adoption and possible optimisation opportunities for you the client to get better value from your Aladdin implementation.
  • This can be combined with delivering training of best practice workflows and use of Aladdin and its configuration and customisation capabilities.

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KPI Dashboard
Strata KPI Dashboards: Our bespoke KPI reporting dashboards built on top of ADC and shared betweeen Client and Asset servicers – allow for a Single set of KPIs to govern outsourced relationships as well as identify areas for operational improvements for inhouse middle office teams.

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Service +
  • Optimising operating models to support growth and streamline change delivery for efficiency and productivity.
  • Maximising Aladdin capabilities across trade ops, reconciliations, and data management to improve STP and reduce costs.

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Success Stories

Testimonial - Aegon Asset Management

Strata supported Aegon Asset Management’s BlackRock Aladdin transformation journey.

Strata helped us to design an optimal operating model and followed through with execution, testing and go-live activities.
Their proficiency in grasping the macro perspective, but also being able to drive execution at a micro level with a diverse set of stakeholders was evident and helped to ensure best-practice utilisation of the Aladdin platform.

ANGEL PAYNE

Aladdin Transformation Lead

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Testimonial - Resolution Life

I wholeheartedly recommend Strata to anyone seekeing specialist investment data consulting services.

Their professionalism, innovative approach, and proven results make them a standout choice in this space. Their dedication to understanding our needs and delivering tailored solutions has set them apart in the consulting landscape. Additionally, the collaborative approach they take fosters a seamless and productive working relationship, making every interaction both enjoyable and highly effective.

JON ALLEN

Head of Investment Planning and Controls

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Testimonial - M & G

The Strata team are game changers when it comes to data and analytics and have consistently delivered complex and ground-breaking solutions for M&G in true partnership style. From data modelling through to data surfacing and visualisation, they have collaborated and added real value to our front office stakeholders, in turn moving the dial on how we model and report on ESG.

Strata's formula of combining deep investments knowledge, internal and vendor data expertise and technical capabilities delivers high impact results, and I would highly recommend them to anyone looking to take their use of data to the next level.

DION KRAANEN

Director of Analytics

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Testimonial - Newton Asset Management

Strata have integrated seamlessly into many areas of Newton's Aladdin implementation project, providing deep subject matter expertise on the system and valuable experience of the challenges and pitfalls learned through their prior implementations.

John Snow

CTO

Testimonial - Swiss Re

Strata have extensive knowledge and expertise on both complex OTC products and the Aladdin system, which they have utilised to great effect. The impact of their strategic approach and dynamic team on the Swiss Re business means we are already seeing a significant return on investment.

DIRK WIGGER

Deputy Head, AM COO Strategic Solutions

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LET’S GET STARTED

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