Technology consulting and managed data services
Helping financial institutions align people, process, data, and technology to manage and grow their businesses
Modernizing technology for financial institutions
Grandview helps financial institutions modernize data and technology environments, giving them the tools and information they need to accelerate decision making, optimize workflows, and mitigate risk.
With decades of financial industry experience, we deliver strategic advisory, technology implementation, systems integration, and data management services for a broad range of financial institutions. Our clients include investment managers, insurance companies, private equity firms, hedge funds, family offices, direct lenders, fund administrators, and banks.
Improve business processes and workflows
Deploy and integrate complex technologies
Achieve a single source of truth for enterprise data
Generate insightful dashboards and reports
Explore Our Services
Whether implementing a full life cycle portfolio management solution or integrating data across systems, our services improve operations and put critical data in the hands of analysts, traders, portfolio managers, and key business stakeholders.
Strategic Advisory
We evaluate, recommend, and design target state operating models across people, process, and technology specific to our clients' business needs.
Technology Implementation
We deploy best-in-class investment management, accounting, performance, and risk management systems that support the full investment lifecycle.
Systems Integration
We integrate fragmented technologies and disparate data sources to improve process automation, reduce manual data entry, and deliver accurate and timely data.
Data and Analytics
We design and implement processes to capture, produce, and analyze data sets that produce actionable insights based on a single source of truth.
Managed Data and Reporting Platform
Focus on your business and leave data management and reporting to Grandview. With our proprietary managed data and reporting platform, Rivvit, we deliver high-quality data with customized reports, dashboards, analytics, and workflow applications in a fraction of the time for a predictable subscription fee.
Learn MoreWhy Grandview
Dedicated financial industry focus
We focus exclusively on the financial services industry. We have deep domain expertise across asset classes, business functions, and investment vehicle types.
Meet our teamConnecting business and technology
With decades of experience working in business and technology roles for financial institutions, we are uniquely positioned to anticipate issues and risks, and deliver solutions faster.
Discover our servicesClient centered approach
Our clients rely on us as a trusted advisor because we are committed to long-term, mutually beneficial partnerships. With utmost integrity, we always do what's best for the client.
View client success storiesLet's Get Started
I'd like to learn more about how Grandview can improve our technology, processes, and insights.
