Optimizing Cloud Infrastructure and Strengthening Security
Financial institutions are increasingly moving to the cloud to enhance agility, scalability, and security. However, successful cloud adoption requires a well-planned strategy that ensures operational efficiency, regulatory compliance, and robust cyber defenses.
At Linedata, we provide tailored advisory and consulting services that empower financial firms—including hedge funds, private equity firms, and asset managers—to navigate complex technological challenges. Our expertise in cloud migration services and financial services cloud integration helps financial institutions transition seamlessly while maintaining strict data security and compliance.
This collection of case studies showcases our commitment to excellence, highlighting successful collaborations that have driven innovation and secured our clients’ operations.
EXPLORE OUR IT ADVISORY AND CONSULTING SERVICES
Overview
Cloud Portal for Introducing Broker
Hybrid Cloud Client Portal solution for an Introducing Broker
Challenge
An introducing broker needed to consolidate broker data in a client portal with value-add features including a query builder, matching engine, allocator, and scheduler, ensuring a seamless hybrid cloud experience.
Solution
In under six months, we delivered a cloud solution with highly configurable user management for large data volumes (100K trades and 200+ reports daily). Our solution included an onshore project manager, offshore tech support, collaborative working sessions between teams in the US and India, an iterative development model, and clear governance controls.
Outcome
The client now benefits from a single provider for all project management, technology, cloud, and production support services. The platform handles daily data processing for 20+ brokers, with 800+ feed files and a data load of over 4 GB. Configurable systems enable user-driven operations, reducing dependency on IT teams. Regular health checks guarantee readiness for daily operations, enhancing efficiency and reliability.
Azure Cloud Migration
Efficient Azure Cloud Migration for a $150B Investment Manager
Challenge
Our client needed to migrate over 2,000 critical automation processes from nine on-premises servers to Azure with minimal downtime. Each job had complex dependencies, from network drive access to file triggers. Managing cross-team coordination, business continuity risk, and ensuring seamless migration of the ActiveBatch Scheduler and databases was critical for secure cloud transformation.
Solution
We proactively categorized and prioritized jobs based on complexity and business impact, developed risk and contingency plans, and ran POCs for high-priority tasks. Our team managed dependencies, executed a phased ActiveBatch migration, and ensured data security and integrity throughout. Close collaboration between Infrastructure, Monitoring, Support, and DevOps teams ensured efficient alignment and minimized interruptions.
Outcome
Our client successfully moved to Azure with minimal disruption. ActiveBatch Scheduler ran smoothly as scheduled, and we handled job dependencies, including network and file triggers, with no issues or missed executions. Our client now benefits from enhanced scalability and operational flexibility with reduced infrastructure costs. Seamless cloud migration execution strengthened the client’s trust in us and underscored our expertise in managing complex transformation projects.
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Cloud Integration with Arcesium
Seamless Cloud Integration with Arcesium for a Billion-Dollar Hedge Fund
Challenge
Our client needed to migrate from an on-prem portfolio accounting system and Broadridge security and price masters to Arcesium cloud accounting and reference data management while ensuring seamless financial services cloud integration.
Solution
The data warehouse and Arcesium platform integrated data from 70+ applications using APIs. We mapped data points, created validation alerts, conducted regression testing with six months of parallel production runs, and completed the migration without downtime.
Outcome
This cloud data warehouse consulting project helped our client reduce its IT footprint and streamline operations by consolidating data into a single golden source. Each day, our solution fetches over 80 data points from Arcesium and refreshes 200K records in less than 5 minutes. Continuous data monitoring has improved overall reliability and accuracy.
Legacy OS and Server Migration
Legacy OS and Secure Server Migration for a Major Fund Administrator
Challenge
Our client needed to migrate over 250 servers running outdated operating systems. Some of these servers hosted critical applications with no source code, posing security and operational risks. The client lacked formal workflows and release management strategies for technologies including C#.NET, ASP.NET, .NET Core, React, SSIS Packages, and MS SQL. Ensuring compliance with financial services cloud security requirements was critical.
Solution
We managed the migration end-to-end, recovering application source codes, rebuilding environments, and setting up CI/CD pipelines with Azure DevOps. We handled SQL Server upgrades, coordinated with infrastructure and testing teams, conducted thorough validation to maintain data integrity, and provided deployment and post-release support.
Outcome
We migrated all servers and applications to a modern Windows OS with no data loss, improved performance with SQL Server upgrades, and established a structured deployment pipeline. This successful migration reduced security vulnerabilities, restored code integrity, ensured uninterrupted operations, and set the stage for additional IT migration and modernization projects.
Secure Cloud Data Transfer
Secure Cloud Data Transfer for a Boutique Fund Administrator
Challenge
Our client needed a secure solution to transfer large files (up to 300GB) from a private cloud to Azure while maintaining data security and synchronization.
Solution
We employed a secure approach using Azure FTP’s public URL for file transfer and manual uploads to ensure data syncing.
Outcome
All virtual machines were successfully migrated to Azure, allowing our client to leverage public cloud scalability while maintaining data integrity and security.