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Advisory Services

Phi is committed to enabling our clients to maximise the ROI from their trading technology. With niche expertise across specific domains, and a unique perspective from decades of relevant experience, Phi delivers specialist and unbiased guidance.

We understand what works, and what doesn’t work. We understand the challenges of keeping complex capital markets technology fit-for-purpose. We support our clients to benefit from technical innovation with an objective that technology be an enabler to their business.

How do Phi’s clients benefit?

Phi takes pride in meaningful, long-term partnerships with our clients. We bring not just the experts, but also the attention to detail, to understand your unique context, challenges and opportunities.     

As a client, you will benefit from impartial advice from our subject-matter-experts: expert opinion informed by decades of highly relevant experience across the most complex capital markets technology estates.

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Technical strategy

Advice on best-practice, Roadmap definition, platform and application selection, cost/benefit analysis and business case development.

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Architecture and design

Analysis, architecture and technical design services across vendor and bespoke technology platforms.

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Operational best-practice

Operational and organisational design for ongoing development and support across the most complex technology estates.

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Performance analysis

Analysis, troubleshooting, workarounds and roadmap definition to resolve performance or capacity bottlenecks.

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Feasibility studies and PoC

Functional and technical feasibility studies, Project pre-studies, proofs of concepts and definition / implementation of MVP.

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Crisis response

Mobilisation at very short notice with a reputation of solving problems where internal teams or other providers have failed.

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Technical and functional training

Developer training and specialist vendor application training (functional and technical), designed for your requirements and delivered remotely or at your premises.

Market-leading specialists in vendor trading applications and client technology platforms.
Vendor technology

The leading global provider of specialist services for major trading applications.

Client technology

Your trusted partner for niche services across bespoke capital markets technology estates.

Talk to one of our specialists today to find out more about Phi’s consulting and advisory services.