VirtusaPolaris' Capital Markets Consulting Division (CMC) provides a wide variety of Advisory services that assist our clients with their business transformations. Our practice consists of a unique blend of experienced industry professionals with extensive expertise in in Industry best practices . Our coverage ranges from clients who are considering vendor’s to facilitate operational change to clients who are considering internal solutions.

Target Operating Model/ Legacy Platform Consolidation

  • Facilitate evaluation of your future operating model.
  • Perform a gap analysis of your current technology to determine what elements of your existing system architecture meet the business requirements necessary to transform to the future model.
  • Review operational procedures and make recommendations that best align with the future state.

Feasibility Analysis

  • Provide you with the operational strategy, design and future state transformation of your business, while focusing on the primary tasks and goals of the process.
  • Our experience and capabilities focus on the planning, development, and execution of a transition strategy that works.

Cost Analysis

  • Provide advise on the financial impact of changes to your operating model.
  • We have experience that ranges from conducting “unit cost analysis” to recommending the optimal model for trade compression.

Introducing Broker/ Self Clearing Outsourcing

  • Provide knowledge and expertise in assisting clients (Broker/Dealers) determine the most efficient and cost effective structure for them whether it is transitioning from an introducing broker to a self-clearing platform or an outsourced self-clearing model such as Broadridge’s BPO offering.

New Business Initiatives

  • Provide advise on the impact of entering into a new business line and the effect it will have on their current infrastructure. Example: A firm dealing in fixed income products is considering expanding its offering to equities or a firm that deals in US domestic equities is considering its offering to international equities.
  • VirtusaPolaris review your existing operation for the following:
    • Evaluate cost benefit and reduction opportunities
    • Assist in establish staffing benchmarks
    • Present cost effective alternatives and opportunities for improvement