What we do
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We work directly alongside your team, vendors and other partners to bring specialist expertise to the parts of a program where complexity, pressure and execution risk are highest.
Across all our practice areas, we combine experienced people with proven delivery IP: Auto XLR8, our proprietary automation platform, and our battle-hardened Crawl-Walk-Run implementation framework.
Taken together, they form a delivery capability built specifically for the demands of buy-side technology change.
End-to-end testing and data orchestration
Testing investment management systems is a specialist discipline. The workflows involved – such as trade capture through to settlement, corporate actions, position reconciliation, NAV calculation and compliance monitoring – are complex, dynamically interconnected and impossible to fully validate without the right tools and experience.
Our capability covers functional and regression testing, integration testing across OMS, PMS, risk and accounting platforms, data migration validation, UAT support and performance testing at realistic load. Our Auto XLR8 platform underpins it all, enabling automated, repeatable, scalable testing across the full investment lifecycle, and building learnings to future-proof program delivery.
Vendor selection
Choosing the wrong platform is a costly mistake. We know them all: Charles River, Aladdin, SimCorp, Bloomberg AIM and more, thanks to years of live implementations across different firm types, asset classes and operating models.
We know where each excels, what’s left out of sales pitches, and where out-of-the-box may fall short of your needs. We can point you to the solution that best fits how your business works, through independent advice that’s grounded in first-hand platform knowledge.
Integrated front, middle and back-office delivery
We support firms across the full investment operations lifecycle from portfolio management and order execution through to trade processing, reconciliation, compliance monitoring and reporting.
We operate through senior-led delivery pods that scale with program needs. The people who lead our engagements are the people doing the work. Our teams combine deep functional knowledge of investment workflows with the technical capability to build and validate the integrations that turn multiple platforms into a working operation.
Advisory services
Our advisory work often fills the space that large consultancies and vendors leave open: the granular reality of how people use systems, how platforms interact and where standard configurations don’t answer a client’s specific needs.
Whether advising on optimising a vendor integration to trim data costs, pressure-testing vendor promises against operational realities, or helping think through the implications of major system change, we’re perfectly placed because we’ve seen it before and are tied to no one.
AI in financial system change
We use AI to accelerate and strengthen every aspect of delivery. We first seek out where AI can multiply effectiveness. It’s embedded in our engineering workflow to increase velocity without sacrificing quality or control, and we are building custom agents into Auto XLR8 and DQ, designed for specific financial domain workflows.
AI helps us scale institutional knowledge, capturing years of accumulated delivery experience: configurations, code and hard-won learnings. Our newest team-members can draw on the same depth as our most experienced practitioners, and we never start from scratch.
Deliver complex system change with confidence
Critical investment operations need system change that is controlled, tested and safely delivered. Velocity brings you the confidence to get there.
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New York
NY 10017
25 Old Broad St,
London EC2N 1HN
