We are a data and analytics consultancy focused on finance with a reputation for engineering state-of-the-art open solutions.
We enable you to invest, trade, bank, insure, and lend with data. We make messy data, beautiful, from acquisition through action.
We start with why and execute smoothly
We design and implement rock solid solutions
We guarantee 100% client happiness
No matter what it takes we promise to deliver the best solutions to our customers:
Consulting & Advisory: We help you identify opportunities to leverage data and analytics to make a profound impact through our 3-1-1 actionable roadmapping sessions.
Analytical Engineering: We produce clean data sets that are modeled in such a way that they empower end users to answer their own questions using modern tooling.
Data Pipelining: If it has something to do with getting, scraping, shaping any kind of data structured or not, we leverage the best and right open technologies to rapidly process this data from minutes to milliseconds.
Cloud Integrations: We’ll wire up your next data project so it operates in AWS, GCP, Azure, or across them all, deployed as infrastructure-as-code, we love DevOps!
The driver for looping in Advanti may be related to one of these objectives:
Reimagining: You are addressing a new market need that places greater demands on having good and clean data that cannot be adequately met today, or you want to re-imagine and evolve your business.
Modernization: You have an existing successful product or service that is backed by data but the implementation may be costly, inflexible, or aging.
Consolidation: You have identified an opportunity to consolidate processes resulting in time and cost savings, and you need help to strategize, unify, and pull off a wildly successful migration.
Integrations: There are multiple systems which need to “speak” to one another, and a powerful back-end data store as well as the flows are critical in your next systems integration project.
Advanti's pricing reflects significant investment, with one client spending over $200,000 on IT consulting. They deliver strong value, evidenced by efficient project execution and effective communication. Clients appreciate their expertise and timely delivery, indicating that costs align well with the quality of service provided.
IT Consulting for Investment Management Organization
Other IT Consulting and SI
$200,000 to $999,999
Jan. 2018 - Jan. 2020
4.5
Quality
4.5
Schedule
4.5
Cost
4.0
Willing to Refer
4.5
"We would not have been able to do this without them."
Sep 16, 2021
Lead Developer, Franklin Templeton
Harish Suyal
Verified
Financial services
New York, United States
10,001+ Employees
Phone Interview
Verified
An investment management organization hired Advanti to do IT consulting. They built a data warehouse for the client's business, using their knowledge to provide according to the project's needs.
Advanti streamlined the client's processes by six hours, thanks to their knowledgeable team. They were accessible to multiple communication channels to ensure good project management. The client also praised their understanding of the project's needs thanks to their financial data perception.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the lead developer at Franklin Templeton, an investment management organization. We support the portfolio managers and the researchers to write the models and help them make tools that will help them make trading decisions.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Advanti?
We needed help with IT consulting.
SOLUTION
What was the scope of their involvement?
Advanti helped us with 3–4 major projects, but this task, in particular, was for a unique gateway house. They were vocal about their offerings in terms of their platform for entity mastering and integration. Our company wanted to build its data warehouse, and Advanti had the perfect product offering.
What is the team composition?
They can put as many people as they want on each project according to their needs. They had a maximum of 5–6 developers, including a project manager.
How did you come to work with Advanti?
We worked with them on previous projects, liked their work, and decided to continue engaging with them.
How much have you invested with them?
We spent over $200,000 with them.
What is the status of this engagement?
We worked together on this project from January 2018–January 2020.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
We would not have been able to do this without them; they minimized the time and delivered much faster than expected. Initially, when we started working with Advanti, the overall process took almost eight hours, reducing it to two hours. We didn’t have uniform loaders, and when they came in, they gave us a consistent way of loading data from different systems — that helped us a lot in streamlining that process.
How did Advanti perform from a project management standpoint?
In terms of communication, we used Jira and had weekly sprints. When the project was towards the finish line, we had daily standups.
What did you find most impressive about them?
They have good knowledge of financial data and understand it way more than simple IT vendors.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
Do you have any advice for potential customers?
The requirement phase should be clear. If you’re not clear enough, they won’t be able to deliver value.
RATINGS
4.5
Quality
4.5
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
4.5
NPS
Custom Software Dev for Investment Mgmt Company
Custom Software Development
Python
Confidential
July 2020 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They have remarkable developers, and our level of engagement is great."
Aug 20, 2021
Multi-Asset Class Strategies Director, Investment Mgmt Firm
Anonymous
Verified
Financial services
Boston, Massachusetts
201-500 Employees
Phone Interview
Verified
Advanti developed an asset management firm's transaction cost analysis platform. They also built a database warehouse for intraday market and trade data. They now continue to maintain the client's platform.
The client's platform has been delivered by the Advanti team in a timely manner. With their exceptional project management process, the client now has a full-fledged data store. Their strong technical skills allow them to minimize bugs and other technical issues, leading to an ongoing engagement.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the director of multi-asset class strategies for an asset management firm.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Advanti?
We needed help with custom software development.
SOLUTION
What was the scope of their involvement?
We brought them on to help us build out our transaction cost analysis platform. They also created the database warehouse for both our intraday market and trade data using PySpark.They've now transferred and are working for a different team in our company. However, we still have access to their team members as they’re doing maintenance for us.
What is the team composition?
They have a project lead and two developers who have built our system.
How did you come to work with Advanti?
They did a really nice job for another group at my company, so they had a good reputation in our firm. As a result, when we had this need, it was an obvious choice to bring Advanti on board.
What is the status of this engagement?
We started working together in July 2020, and it’s ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
They’ve delivered what we’ve expected in a timely manner; they’ve set all the milestones they’ve needed to accomplish within nine months. Thanks to them, we already have full-fledged data store with all of our trade and intraday market data. Above all, they’ve done a good job in minimizing bugs and issues.
How did Advanti perform from a project management standpoint?
They have a strong project management process, and they really put in the effort to make sure the project expectations are set properly. Their excellent leadership has allowed them to be involved and stay hands-off whenever necessary. As an example, they allow their analysts and our internal team to do the project.
What did you find most impressive about them?
They have remarkable developers, and our level of engagement is great. On top of that, they’ve been able to come in and build good relationships across our organization.
Are there any areas they could improve?
I don’t have anything for them to improve.
Do you have any advice for potential customers?
Set clear expectations and goals. If something isn’t feasible, they’ll address it right away and help you set reasonable expectations.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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