Client Overview:
The Enosys Solution:
Enosys deployed a team of Program Managers, Business Analysts, Project Planners, Testing Leads, and Implementation Managers. The team owned full delivery — from SOW creation through planning, feature build, testing, and go-live.
The team focused on:
Enosys led SOW creation, project planning, milestone tracking, and executive reporting. The team maintained governance and stakeholder alignment across both client engagements throughout the multi-year program.
Result: Both implementations stayed on scope and schedule with clear governance across all workstreams.
Enosys managed the InvestCloud APL implementation across the full trade lifecycle — order creation, routing, execution, allocation, and post-trade reporting. The team drove feature requirements, scheduling, build coordination, and go-live.
Result: Both clients went live with a modernized OMS/PMS, improving trade management and platform standardization across their advisor operations.
Enosys led end-to-end systems and process transformation aligned to each client’s multi-year digital goals. The team coordinated feature delivery, workflow redesign, and platform rollout across front and middle office functions.
Result: Improved operating efficiency and delivered a scalable, standardized platform foundation for both organizations.
Enosys redesigned operational workflows to align InvestCloud APL with each client’s target operating model — identifying friction points in advisor service delivery and implementing optimized processes.
Result: Improved FA service levels and operational throughput within the new APL environment.
Conclusion
Enosys led the InvestCloud APL implementation for a Top 5 U.S. Wealth Manager / Private Bank and a leading TAMP — delivering program management, workflow redesign, and platform transformation across a multi-year engagement. Both clients achieved a modernized OMS/PMS, improved FA service levels, and a scalable platform foundation.
Wealth Management, Investment Management, TAMP (Turnkey Asset Management Provider), and Private Banking
InvestCloud APL (Portfolio Management & Trading Software)
The engagement was supported by Thomas Roughan.
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