Implementation and migration
Plan, configure, test and cut over investment platforms, including conversions from legacy systems, with operational continuity built into the plan.
Investment software consulting
Measured implementation for critical investment platforms.
ExiGere Consulting helps asset managers, fund administrators and retirement fund businesses implement, migrate, report on and support the software behind unit pricing, compliance, performance and attribution.
- 20+
- years in investment and financial software
- Principal-led
- senior involvement from scoping to support
- Pretoria
- based, working across time zones
ExiGere: to measure against a standard
Software delivery shaped for investment operations.
Investment businesses need systems that hold up under regulatory pressure, operational complexity and demanding reporting cycles. ExiGere Consulting brings hands-on experience of fund processing, retirement fund administration, compliance, performance and attribution, and business intelligence to make those systems reliable, useful and easier to maintain.
Every engagement is led directly by the principal consultant. When a project needs additional specialist skills, ExiGere Consulting can bring in experienced financial software consultants from its network.
Services
Focused consulting across the software lifecycle.
Development and workflow support
Extend applications, automate pricing and reporting workflows, and keep releases aligned with business priorities and controls.
Business intelligence and reporting
Data warehouse, ETL, dashboards and client reporting that give portfolio and operations teams clearer, trusted insight.
Ongoing support and training
Troubleshooting, user training, proofs of concept and client-facing support for production environments.
Approach
Practical delivery, from discovery to steady-state support.
ExiGere Consulting works close to the business problem: understanding workflows, clarifying controls, proving the solution, and then moving into implementation with clear ownership and calm execution.
-
Understand the operating model
Map current workflows, data dependencies, reporting needs and the controls that cannot fail.
-
Design the route forward
Shape configuration, migration, development and support activity into a plan that users can trust.
-
Deliver and stabilise
Execute with testing, issue resolution, training and production support built into the handover.
Why ExiGere Consulting
Deep platform knowledge with a clear service standard.
Investment-domain fluency
Unit pricing, fund processing, retirement fund administration, compliance, performance and attribution.
Integration-minded
Practical experience connecting applications, data flows and reporting across complex environments.
Reliability first
Careful attention to data quality, SQL Server performance, testing and operational stability.
Flexible support
Extended-hours availability by arrangement for go-lives, month-ends and other critical windows.
Principal-led consulting
Senior expertise where it matters most.
Dewald Dippenaar
Principal Consultant, ExiGere Consulting
Dewald has worked in investment and financial software since 2004: first as a portfolio administrator at Old Mutual Asset Management, then for nearly seven years implementing and supporting Microgen's fund administration products, and for nine years at Global ASP as a senior consultant, BI manager and finally Head of Development. He has run ExiGere Consulting since 2022 and is directly involved in pre-sales, proofs of concept, implementation planning and client-facing support on every engagement.
Connect on LinkedIn (opens in a new tab)Career
- 2022 to nowExiGere Consulting Independent consultant, Pretoria
- 2013 to 2022Global ASP Head of Development; Manager, PlanInsite BI; senior consultant, asset management solutions
- 2006 to 2013Microgen Consultant: Interlink Structured Funds, 5Series and Aptitude
- 2004 to 2006Old Mutual Asset Management Portfolio administrator, Symmetry Multimanager
Selected experience
- Retirement fund conversions from Microgen Interlink to pControl, and third-party unitisation for pension funds.
- Senior consulting on pControl, StatPro Compliance and Revolution; project lead for an Opturo performance and attribution take-on.
- BI architecture with WhereScape RED, SSIS and Alteryx ETL and Tableau, and a later migration to Bold BI and Bold Reports.
- Led 18 developers and business analysts across parallel sprints, and managed ISO 9001, ISO/IEC 27001 and ISO 22301 certification.
Product names are trademarks of their owners and are listed to describe experience, not partnerships.
Contact
Ready to improve a platform, migration or support model?
Start with the challenge in front of you. ExiGere Consulting can help assess the current state, shape the delivery plan and support the work through to production.
Office Farmstead Farm Road, Equestria, Pretoria