Services
End-to-end delivery of Bloomberg Asset and Investment Manager — from initial architecture through go-live and post-implementation optimization. By someone who has done it before.
What we deliver
Full lifecycle AIM deployments for firms standing up their first institutional OMS. Covers requirements scoping, data migration from legacy systems, workflow design, connectivity to custodians and prime brokers, and UAT through go-live. Typical engagement: 12–18 weeks.
Connect AIM to the rest of your stack. FIX connectivity to execution venues, custodian position and cash feeds, IBOR/ABOR reconciliation, risk system integration, and compliance system data flows. We scope, build, and test — no handoffs to a vendor support queue.
For firms already live on AIM but underusing it. Workflow audit to identify manual touchpoints that should be automated. Portfolio-level compliance rule tuning. Order routing optimization. Typically a 4–6 week engagement that pays for itself in the first quarter.
AIM version migrations with no operational surprises. Full regression testing, configuration delta analysis, and a production cutover plan. We have managed upgrades across multiple major releases — the upgrade risks we watch for are not hypothetical.
Engagement shape
Most AIM implementations fail for the same reason: the consultant who scoped the project hands it to a junior team, the scope drifts, and go-live becomes a negotiation. That is not how we work.
Every engagement is structured in phases with defined deliverables and explicit sign-off points. You know what you are getting before we write a line of configuration. The person who scoped the engagement delivers it.
Typical AIM implementation: 12–18 weeks from signed statement of work to production go-live. Optimization engagements: 4–6 weeks. Integrations sized by scope.
Two-week working session with your trading, PM, operations, and compliance teams. Output: requirements document, architecture diagram, integration inventory, and signed-off implementation plan.
AIM environment setup, workflow configuration, integration development, compliance rule implementation. Weekly status with written delivery against plan. No surprises at week 10.
Structured user acceptance testing with your trading desk and operations team. Issue log, resolution tracking, and formal sign-off before any production activity.
Managed production cutover. On-call support for the first two weeks post-go-live. Written runbooks your ops team can use independently after the engagement closes.
Common pitfalls
Position and transaction history from legacy systems is rarely clean. Firms discover mid-implementation that source data requires transformation work that was not scoped.
Data audit is phase one, not an afterthought. We assess source data quality before signing a statement of work. Transformation scope is in the contract.
Broker and venue FIX sessions take weeks to certify. Implementation plans that treat this as a last-mile problem routinely miss go-live by a month or more.
Connectivity kickoff happens in week one. We have existing relationships with most major prime broker technology teams. Certification timelines are tracked against the plan from day one.
AIM's compliance engine is powerful and unforgiving. Misconfigured rules generate false positives that erode trader trust and get disabled — defeating the purpose of the system.
Rules are built from your compliance team's written mandate, not from defaults. Every rule is tested against your actual portfolio history before go-live. Results are reviewed with compliance before sign-off.
Most AIM engagements start with a 30-minute call to establish fit and scope. No sales process, no deck — just a conversation about your systems and what needs to happen.