Scope the decision
We agree the decision to be made, the evidence required, access, and the people involved before the engagement begins.
Engagement
Investment systems architecture
Most investment technology problems are not tooling problems. They are sequencing problems - the data layer, the research environment, and the execution path were built at different times, by different people, for a smaller firm than the one that exists now. I design the target architecture and the order in which to get there.
How it works
Start with the decision. Examine the evidence. Put the conclusion in writing.
Review the evidence
I work through the research, data, code, systems, and claims relevant to the agreed scope.
Put the answer in writing
Findings, supporting evidence, priorities, and unresolved questions are delivered in writing and discussed with your team.
Scope
What the engagement covers
Current-state map
Data flows, systems, manual steps, where the firm actually loses time.
Data layer
Vendors, storage, point-in-time guarantees, cost per marginal dataset.
Research environment
Reproducibility, environment parity, how ideas reach production.
Signal and portfolio construction
Where the logic lives, who can change it, how it's tested.
Execution and OMS/EMS integration
Order path, reconciliation, failure modes.
Risk, monitoring, and controls
What breaks silently today.
Build vs. buy vs. defer
Per component, with reasoning, not preference.
Output
Deliverables
- 01
Target architecture document with component-level decisions and rationale
- 02
Current-state assessment and gap analysis
- 03
Sequenced implementation roadmap: what to build first, what it unblocks, and what can wait
- 04
Build/buy recommendations with indicative cost and headcount implications
- 05
Two working sessions with your team plus one review round
Decision
Outcome
A roadmap your team can execute against and you can budget against - with the reasoning attached, so decisions survive the next hire and the next vendor conversation.
Recommendations are vendor-neutral. If a QuantJourney component is relevant, I disclose the overlap explicitly and treat it as one option alongside external or internal alternatives.
Engagement
Start with the decision you need to make.
4-6 weeks. From $18,000. Final scope and fee are confirmed after a 30-minute call.