Case Study

Post-Merger Investment Portfolio Migration

Strategy Technology


Large US Bank: Corporate Technology


Technology Strategy, Merger Integration, Platform Strategy

Project Overview

Upon successfully completing the acquisition of a major financial institution, the Client sought guidance and hands-on assistance in migrating the multi-billion-dollar investment portfolio of the acquired company into a single, consolidated portfolio with its acquirer. Specifically, the Client needed support coordinating a complex migration across multiple platforms and disciplines, including portfolio management, investment accounting, collateral management, middle office functions, back-office settlement, and custodian services. The migrating portfolio contained multiple asset classes and included securities hedged against derivative products and pledged in borrowing.


  • RP deployed a team of experienced technology consultants with expertise in business and data analysis, project management, and operational workflow to define step-by-step migration procedures across all platforms and coordinate end-to-end testing.
  • The team developed careful plans, including a phased migration approach with before-and-after reconciliation procedures, to ensure multiple platforms remained in-sync throughout each phase of the migration and to account for anomalies during the process.
  • Additionally, the team employed robust governance so that each phase of the migration did not commerce without a formal clearance for migration. RP also provided detailed metrics of expected and actual results for communicating with all levels of management.


  • RP provided professional governance, careful planning, and methodical testing across the entire delivery effort, ultimately, enabling the Client to successfully and seamlessly migrate the portfolio to its acquirer’s respective platforms.
  • RP’s delivery efforts paved the way for the decommissioning of multiple platforms. By reducing the infrastructure footprint and eliminating vendor services, the Client achieved major cost savings.
  • Additionally, with investments consolidated into a single portfolio, the Client was able to achieve operational efficiencies as well as consolidated management reporting.

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