Investment system consolidation can seem like a daunting task. To avoid overwhelming internal resources and disrupting operations, it is crucial to take the process one step at a time. Once you have decided on the ideal investment management architecture, you should break this down into manageable phases or modules. Consider following the path of least resistance. This may mean starting with a new affiliate or finding a group within the company that is more open and ready for change.
By implementing a phased approach, you can minimize risks, test and validate each step, and gradually integrate systems without disrupting the entire organization. This allows for a more controlled and successful transition and lets you see results in incremental stages.