Managed Services

Financial Technology Managed Services

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ACA Technology offers services for the NorthPoint Investment Management System (NorthPoint IMS) and NorthPoint Data Management Solutions (NorthPoint DMS) that range from traditional support and maintenance to turnkey managed services involving platform users and third-party vendors. Our services are tailored to meet your firm’s individual requirements and are designed to ensure worry-free, end-to-end implementation and timely resolution of questions and issues.

HOW WE HELP

 

monitoring support and maintenance

Monitoring, Support, and Maintenance

  • Monitor, manage, and resolve all issues related to the core system, client workflows, and data
  • Work with clients’ third-party vendors, prime brokers, and administrators to implement, enhance, and troubleshoot data integrations

system and process configuration

System and Process Configuration

Configure, test, and release new file loaders and data workflows

employee training and support

Employee Training and Support

Train new staff and provide ongoing product education on best practices

data warehouse entity

Data Warehouse Entity Setup and Configuration

  • Design and implement end-to-end processes for data entities, security templates, reference data entities and member instances, and data entity reporting views
  • Prepare client-specific documentation, such as user guides and system documentation, as requested

User Interface Configuration

User Interface (UI) Configuration

  • Configure, test, and release new Tableau® report dashboards, NorthPoint IMS blotter views (Security, Position, Trade, Allocation, Data Browser), Price Master views, and data entities
  • Prepare client-specific documentation, such as user guides and system documentation, as requested
FinTech managed services