factsheet

SYSTEM MIGRATION

fastfacts

Data migration from legacy systems Brief portrait

NIELSEN+PARTNER has more than 15 years experience in the introduction of Portfolio NIELSEN+PARTNER Unternehmensbera-
Management Systems (PMS). ter GmbH is a leading consulting firm
for portfolio and asset management.
Data migration from existing systems is, as a rule, one of the most difficult sub-projects
during the introduction of a new portfolio management system. NIELSEN+PARTNER has The company has been a consultant to
developed a migration method for this purpose on the basis of a comprehensive catalogue banks and capital investment compa-
nies for the purposes of the selection,
of transactions that places emphasis on data quality.
introduction and development of soft-
We are happy to work on a fixed price basis within this context. ware for the management of the assets
of well-heeled private clients and insti-
Services tutional investors for more than fifteen
years. For three years now, upstream
> Stipulation of data to be migrated, taking into account historic performance and regula- topics, such as process consulting, have
tory requirements also formed part of the range of services
> Utilisation of the proprietary N+P migration layer on offer.
> Testing of data quality with subsequent correction as part of the migration layer
> Execution of regression tests on the basis of assessments The business currently has a total of
> Audit secure documentation and traceable acceptance 50 employees. Over the past year,
NIELSEN+PARTNER achieved an overall
turnover of EUR 5.9 million.

References
> Bank Julius Bär & Co. Ltd.
> DAB bank AG
> Deutsche WertpapierService Bank AG
> DZ PRIVATBANK S.A.
> Oldenburgische Landesbank AG
> Swiss & Global Asset Management Ltd.
> UniCredit Bank AG
> Zürcher Kantonalbank
Advantages
> Utilisation of a repeatedly tested approach
Customer quote
> Audit security
> Transparency and planning capacity „Co-operation with NIELSEN+PARTNER has always
been pragmatic and problem solution oriented.
> Utilisation of existing control mechanisms
Tasks were implemented systematically and to our
> Investment security on the basis of our fixed price offer
fullest satisfaction, costs were below those of other
> Low costs
companies, and our consultants can now fully con-
centrate on clients.”

Oldenburgische Landesbank AG
Thomas Denker
Head of customer business

www.nundp.com