When Your Portfolio Management System Breaks Down, Who Do You Call?
A leading UK wealth manager had just implemented a new Portfolio Management System - only to find themselves facing outages, inefficiencies and mounting frustration across the business.
Sound familiar?
Behind the slick UI of many PMS platforms lies a harsh reality: poor alignment with business processes, invisible risk exposure and reactive firefighting from day one.
But there’s a better way forward.
What Went Wrong?
Despite going live with a top-tier system, the wealth manager faced:
- Recurring system outages that disrupted front-to-back operations
- Manual workarounds becoming the norm, not the exception
- No testing or regression strategy in place
- Zero visibility into issue ownership or resolution progress
The stakes were high: regulatory risk, internal frustration and reputational exposure. That’s when they turned to Synpulse.
How Synpulse Helped
We deployed our proven Technology Assurance approach, digging into workflows, tech architecture, vendor performance and risk governance. Our job was to bring structure, insight and direction back to the client’s operations.
The result?
- A clear roadmap to resilience
- A revamped testing and release framework
- New KPIs aligned to DORA
- Restored trust in the technology stack
Why Download the Use Case?
Inside the full use case, you’ll discover:
- The 4 workstreams that exposed the root causes
- Strategic recommendations that helped the client regain control
- KPI and dashboard examples you can apply in your own organisation
- A practical roadmap for any wealth manager struggling post go-live
“This could be us...”
If your PMS is creating more noise than value, you're not alone. Technology investments are only as good as their implementation and the operational insight behind them.
Let Synpulse show you how to turn things around.
Let's Talk
Want to know if your Portfolio Management System is holding you back?
Reach out to our Technology Assurance team today and let’s explore how to transform system chaos into strategic clarity.
Is your Portfolio Management System supporting your growth- or limiting it?
Contact Synpulse’s Technology Assurance team to find out how we can help you uncover risks, optimise performance, and futureproof your operations.
