Strategic Advisory and Outsourced CXO

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Defining and executing an optimal strategy requires both vision and experience. The leaders at Fintova help guide your firm to strategic clarity and peak performance.

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Our CXO Services

Outsourced Chief Technology Officer

Data and technology are at the core of the modern investment manager, with tools like AI primed to transform the industry. If you’re seeking to quickly identify sources of alpha, ensure more efficient operations, improve risk management oversight, or enhance the investor experience, the need for capable technology leadership and solutions is paramount. Our outsourced CTOs bring decades of experience from top investment firms, giving you the strategic guidance and tech expertise to succeed.

How we help:

Strategic assessments and guidance to help your organization define and execute a best-in-class technology roadmap.

Modern system and data architecture design and implementation.

Leading efforts to become more data-driven across the organization, including use-cases for the adoption of alternative data sets and AI.

Review and enhancements to the overall application estate.

Program and project management across a full range of front-to-back office technology initiatives.

Organizational and budget oversight to ensure maximum productivity, business alignment, and cost optimization.

Technology vendor assessments and RFPs.

Cloud onboarding and refactoring, including comprehensive IaaS, PaaS, VDI, and productivity applications.

Cybersecurity best-practices.

Representation on investor DDQs

Accomplished Leader
COO
Outsourced Chief OPerating Officer

An outsourced COO can deliver an independent cost-effective solution to your accounting and operational needs. The non-investment aspects of fund management can pull valuable focus away from core investment decisions. Our solutions help enhance operational efficiencies and reduce administrative burdens.

How we help:

We manage all Operational aspects.

Negotiating, finalizing and manage counterpart relationships.

Cover full trade support 

Position and P/L reporting

All trade reconciliations.
Risk Management and support.

Full management of policies and procedures and filings

Optimize software and technology

Compliance and Regulatory Filings

Operational Optimization – save you money

Workflows and Accountability

Post trade

Exceptions Processing

Transaction cost analysis

And many more of the critical day to day functions of running as successful fund

outsourced chief RISK officer

Today’s market volatility, asset complexity, and regulatory landscape demands effective risk management. The ever-growing volume of data can overwhelm even the most prudent investment manager. Our CROs provide the necessary oversight, methodologies, and analysis tailored to your firm’s products, strategies, and risk tolerance. They collaborate with you to elevate your fiduciary role, ensure investor confidence, and drive sustainable returns.

How we help:

We offer a consultative approach rather than control role

Our team can identify under appreciated areas of risk or where risks have been understated

We look at policy development, risk identification, measurement, and reporting.

Our team looks at investment modelling, stress testing, scenario analysis and other efforts to support thorough and comprehensive assessment and ongoing monitoring of risks.

We recommend and manage the controls

Our team of chief Risk officers look to drive risk avoidance and risk appreciation.

Risk Management

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