Smart Solutions.
Empowered People.
Exceptional Results.

Since 2001, Orbis Solutions has offered comprehensive business and technology consulting to financial services companies globally. Using our Compass methodology, we help our clients effectively navigate the project life cycle and achieve measurable results.

Our team consists of highly experienced consultants, each with a minimum of 15 years in the industry and diverse competencies, which gives our clients a competitive edge. Our practice focuses on the technology, operational and client experience needs of the global financial services industry, providing the tools and services for success.

Our expertise enables clients to identify strategic opportunities within their business model, keep up with the fast and ever changing advancements in technology, and reduce costs. We focus on delivering sustainable technology and process transformations that have a lasting impact on our clients' infrastructure, technology stack, operational work flows and client experience intelligence.

Orbis not only provides solutions to complex challenges, we assist our clients in finding solutions that extend beyond their vision.

- John Donnelly, Partner & Co-Founder

Our technology-business consulting practice is at the forefront of delivering tailored solutions for firms in the financial services industry, specializing in investment accounting and financial reporting, data management, and performance measurement and attribution. Our consultants possess in-depth knowledge of complex accounting and financial reporting standards, ensuring accurate and timely disclosures that meet regulatory requirements. With our data management expertise, we help firms establish robust data governance frameworks, clean and integrate data sources, and optimize information flows, transforming data into a strategic asset that fuels better decision-making and operational efficiency. Additionally, we bring extensive experience in performance measurement and attribution, designing systems that provide clear insights into investment performance, risk factors, and compliance.

Our expertise also spans billing and revenue management, client relationship management (CRM), trading and analytics, and application design and development. We assist firms in streamlining billing and revenue processes, implementing automated systems to reduce errors and improve transparency. In client relationship management, we help companies leverage CRM solutions to enhance client engagement and loyalty, using data insights to deepen relationships and tailor offerings. Our proficiency in trading and analytics enables clients to access cutting-edge analytics, execute trades seamlessly, and capture valuable insights. We also support application design and development, creating intuitive, scalable, and secure software solutions that meet clients' unique requirements while aligning with industry best practices.

From technology implementation and integration to custom solutions, our consultants understand the importance of aligning technology with business goals. We facilitate smooth technology adoption by managing end-to-end implementations, ensuring integration with existing systems, and conducting thorough testing for operational readiness. Where off-the-shelf products fall short, we craft custom solutions that address specific client challenges, enabling firms to stay competitive in an evolving landscape. Our team’s cross-disciplinary expertise allows us to bridge the gap between technology and business, empowering our clients to leverage innovation for strategic advantage and competitive advantage.

Orbis Solutions offers a unique set of services to meet the challenges facing the financial services industry today. This includes:

1. Implementation and integration services

The goal of implementing new technology is not just about adopting tools, but to boost efficiency, reducing risks, lowering costs, seeking competitive advantage, and streamlining processes to empower your business. Beyond managing time and costs, it is crucial to avoid implementation and integration pitfalls, which our experience can help to foresee and avoid.

Our professionals have considerable expertise in planning, selection, customizing, integrating and testing of complex investment systems, with a strong focus on project and program management to ensure alignment with budget, risk, and strategic goals. We provide executive leadership throughout all of the project phases, from milestone setting, resource planning, governance, and communication. And, we have the experienced resources to get the job done.

With decades of experience, our team ensures that every project meets our clients' objectives and aligns with industry best practices.

2. Custom developed and vendor provided technology applications

Our consulting firm specializes in delivering comprehensive services tailored to financial services clients. We guide clients through the entire vendor evaluation and selection process, leveraging our industry expertise to identify the best-fit technology solutions that align with their unique business needs and strategic goals. From initial market analysis to detailed vendor assessments and contract negotiations, we ensure clients make informed decisions that maximize value and minimize risk.

Beyond vendor selection, we offer end-to-end support for the configuration and implementation of vendor-provided applications. Our team also excels in developing custom technology solutions tailored to clients’ specific requirements, ensuring seamless integration with their existing technology stack. By combining strategic planning, technical expertise, and robust project management, we help clients enhance operational efficiency, drive innovation, and achieve a competitive edge in the financial sector.

3. Operational and workflow transformation

Orbis aims to meet your business goals, challenges, and envision a future-focused operating model designed specifically to meet your needs and find that balance between technology and workflow. With extensive industry insights and a strong grasp of trends, we are the ideal partner ot help you achieve operational transformation.

As the financial services industry faces pressure for efficiency, firms must rely on technology while addressing risks and aligning systems with their unique business model in mind. A tailored data strategy and careful application of specialized tools ensure effectiveness and maintain competitiveness. The rapid growth in technology continuously requires workflows to be refined in order to maintain optimal efficiency.

4. Competitive analysis

Achieve a comprehensive 360-degree view of your business with a strategic assessment framework designed for minimal disruption. For investment and wealth managers, integrating new systems with existing best-in-class applications is essential. Few solutions meet all needs and challenges out-of-the box. At the start of the process, we define your goals, resources, risks, current technology map and operational workflows. This is then measured against your competitors. The final step focuses on aligning your needs and challenges with available data and technology to craft a roadmap that provides both short- and long-term goal. Leverage our deep industry experience and knowledge and let us help you develop sustainable, cost effective, and strategic solutions.

5. Staff augmentation
Orbis provides short- and long-term staff augmentation to support your operations and technology teams. This approach offers our clients a cost-effective way to remain agile and meet demands. Our clients do not have to settle on bringing in people who do not fully meet your needs. Rely on our experience and understanding of your business needs. Our professionals can help your business with:

• Project Management
• Business Requirements Analysis
• Quality Assurance Testing
• Strategic Analysis, Market Segmentation & Competitive Analysis
• Back Office Operations
• Middle Office Operations
• Database Management
• Data Management
• Investment Accounting
• Performance Measurement & Attribution
• Billing & Revenue Management
• System Management & Configuration
• Technology Resources- Product Support
• Training & Documentation
• User Procedure/Workflow Development

Our consultancy practice is dedicated to empowering financial services organizations, providing specialized expertise across a broad spectrum of sectors including asset management, insurance, banking, outsourcing services, wealth management, Registered Investment Advisers (RIA), and family offices. With a deep understanding of the regulatory, operational, and technological challenges unique to each sector, we help our clients enhance operational efficiencies, maintain compliance, and implement robust strategies for sustainable growth. Our team consists of industry veterans who bring decades of experience in finance, systems development, technology solutions implementation and integration, and digital transformation, ensuring tailored solutions that address both immediate needs and long-term goals.

Our services range from strategic advisory and technology-business consulting to digital transformation, risk management, and operational optimization. We help asset managers enhance their portfolio performance through data-driven insights, assist insurance firms in refining their risk assessment models, and support banks by providing leading-edge technology and business solutions. For wealth managers and family offices, we provide specialized guidance on investment strategy and client relationship management. We also work closely with outsourcing providers to put their products and services in front of our clients. Our holistic approach enables financial institutions to adapt swiftly to industry shifts while fostering a culture of innovation and resilience.

Massachusetts (Headquarters):
125 Pine Lake Road
Duxbury, MA 02332

Connecticut:
58 Indigo Trail
Madison, CT 06443

Mailing:
P.O. Box 1604
Duxbury, MA 02331

Phone:
+1 (201) 921-9225

Email:
info@orbiscorp.com