IT Relocation Built for Asset Managers & Investment Firms
Brookfield, OMERS, pension funds, private equity, and hedge funds operate IT environments where data room security, fund system continuity, and investor reporting integrity are non-negotiable. CrownTECH® has been executing these sensitive relocations since 1998.
Bay Street Firms
Ever
Every Move
Support
Your Data Room, Fund Systems, and Investor Records Are Not Standard Office IT
A generic IT mover will pack your portfolio management server the same way they pack a sales team's laptops in a cardboard box with a label. For an asset manager, that server may contain confidential deal data, LP records, or live fund positions representing billions of dollars in fiduciary responsibility.
Investment firms have to follow OSC registration rules, NI 31-103 compliance rules, custodian service agreements, and investor reporting rules that don't stop for an IT move. Relocation that causes even a short break in system availability or record integrity can have legal and reputational effects.
Since 1998, CrownTECH® has executed IT relocations for investment firms, pension funds, and asset managers across Bay Street and the broader Toronto financial district with zero data loss incidents, audit-trail documentation on every move, and a fixed-price commitment after site assessment.
Every Type of Investment Firm. Every Scale.
From Canada's largest institutional investors to boutique asset managers, CrownTECH® has executed IT relocations at every level of the investment industry.
Asset Managers
Large-scale alternative and traditional asset managers with complex server environments, data rooms, and multi-floor Bay Street office footprints.
Pension Funds
Large pension funds run by institutions that manage hundreds of billions of dollars in assets. They can't afford to have their investing operations, risk systems, or regulatory reporting go down.
Private Equity Firms
PE firms need to move their private deal data rooms, LP management systems, and portfolio company reporting infrastructure, which all need physical and logical protection.
Hedge Funds
Hedge funds in Toronto that have live trading systems, access to prime brokers, and risk management systems that need exact restart sequencing and market data verification.
REITs & Real Estate Investment
Real estate investment trusts and real estate asset managers with property management systems, investor portals, and large administrative office infrastructure.
Wealth Management Firms
Wealth managers and family offices that work with high-net-worth clients must have client portfolio systems, CRM infrastructure, and compliance record-keeping that meet OSC and IIROC standards.
We Know What You're Running. We Know What Can't Go Down.
Investment firm IT environments contain systems unique in their sensitivity, interdependency, and tolerance for zero downtime. CrownTECH® documents, sequences, and protects each one.
Portfolio & Trading Systems
Front Office- Portfolio management systems (Aladdin, SimCorp, Charles River)
- Order management systems (OMS) and execution management
- Bloomberg, Refinitiv, and market data terminals
- Prime broker and custodian connectivity
- Risk management and analytics platforms
Data Rooms & Fund Records
Confidential & Regulated- Virtual and physical data room servers
- LP investor record management systems
- Deal pipeline and CRM platforms
- Fund administration and NAV calculation systems
- Systems for filing with regulators and keeping track of compliance
Infrastructure & Operations
Back Office & Middle Office- Core network infrastructure and firewalls
- Active Directory, identity management, and SSO
- Backup, DR, and business continuity systems
- Finance, HR, and operations platforms
- Board portal and executive communication systems
Planning an Investment Firm IT Relocation?
Data room protection. Fund system continuity. Audit-trail documentation. The earlier we engage, the better the outcome.
Get a Free AssessmentFour Phases: Continuity-First, Every Time.
Investment-Aware Scoping
Before cataloguing a single asset, CrownTECH® engages your IT, compliance, and operations teams to map every critical system, its dependencies, its RTO, and the regulatory obligations it supports. Before anything is planned, we figure out what custodial connectivity needs are, when times investors should not report, and how to keep the data room safe.
- A full list of critical systems with a map of their dependencies
- RTO confirmed for each front, middle, and back office system
- Custodian and prime broker connectivity dependencies identified
- Investor reporting calendar reviewed, move window set accordingly
- Data room security protocols confirmed with IT and compliance
- OSC / NI 31-103 documentation requirements confirmed upfront
System Documentation & Asset Classification
Every server, workstation, network device, and cable run is photographed, tagged, and documented by system role and data sensitivity. Data room assets are classified and segregated from general office equipment. Full asset manifest delivered to your compliance and IT teams before a single connection is disturbed.
- Full photographic and inventory documentation of every asset
- Data-bearing assets classified by sensitivity, data room assets segregated
- Chain-of-custody tag affixed to every server and storage device
- System interdependency map finalized and approved by your IT team
- Shutdown and startup process written down and practiced
- Pre-move manifest delivered to compliance and IT before execution
Secure Execution with Chain of Custody
Every data-bearing asset signed off at disconnection by a CrownTECH® technician and your designated IT representative. Data room and confidential-record servers are transported in dedicated, locked, tamper-evident cases. No third-party transport. Continuous custody from disconnection to reconnection, no exceptions.
- Dual sign-off at disconnection CrownTECH® + your designated IT rep
- Assets for the data room in secured, tamper-evident travel cases that are only for that purpose
- No third-party transport, CrownTECH® maintains direct custody throughout
- Continuous custody, no overnight storage in transit
- Real-time status communicated to your IT and compliance team
- Signed receipt at the destination before any asset is reconnected
System Verification & Reporting Handoff
Systems were put back into service in the sequence of their specified dependencies: infrastructure first, then core investment systems, and finally front office. Before any trading can start again, the connection between the custodian and the main broker is checked. Before the maintenance window closes, your IT, compliance, and operations teams will get a full post-move documentation bundle.
- Systems put back into service in a set order, with no improvisation
- Custodian and prime broker connectivity verified before go-live
- Bloomberg and market data feeds confirmed operational
- Portfolio system access tested and signed off by your IT team
- Full post-move audit package delivered before the window closes
- 72-hour post-move stabilization support included
Every Obligation Your Firm Carries, We Account for It.
Investment firms have to follow a lot of different rules. CrownTECH® includes these in every step of the moving strategy.
Registered portfolio managers and investment fund managers must maintain books and records and notify the OSC of material operational changes. An IT relocation that disrupts record systems or creates documentation gaps can constitute a reportable event.
Most custodian service agreements have uptime criteria for connectivity, reconciliation windows, and reporting deadlines that don't change when the IT department moves to a new location. Not being able to stay connected can cause SLA breaches.
Investment firms handling personal information of investors and clients are subject to PIPEDA obligations. LP records, investor contact data, and KYC files must be safeguarded during physical relocation with documented controls.
Members of IIROC must keep their trade processing, client account access, and order management systems up and running. CIRO operating rules must be followed when managing planned or unplanned downtime.
Investment firms subject to FINTRAC reporting must maintain the integrity of transaction records and the systems that produce them throughout any infrastructure change, including physical office relocation.
Private fund managers usually have to follow rules set by their limited partners on how quickly they disclose and how safe their data is. A move that puts off NAV reporting or puts fund data at risk can be a breach of contract.
What Investment Firms Actually Need From an IT Mover
The difference between a general IT mover and an investment firm specialist is not a preference, it is a fiduciary and regulatory requirement.
| Capability | CrownTECH® | General IT Mover |
|---|---|---|
| Data room physical security controls | ✓ Chain-of-custody, dedicated transport cases | ✗ Not differentiated |
| Chain-of-custody for every data-bearing asset | ✓ Signed at disconnection & destination | ✗ Not tracked |
| System dependency mapping before move | ✓ Full interdependency map built & approved | ✗ Not performed |
| Custodian connectivity verification | ✓ Coordinated as a specific deliverable | ✗ Not a service |
| Move the window aligned to the investor reporting calendar | ✓ Confirmed during scoping | ✗ Not considered |
| OMS / PMS restart sequence planning | ✓ Documented & rehearsed | ✗ Improvised on-site |
| OSC / NI 31-103 compliance documentation | ✓ Delivered with every move | ✗ Not provided |
| Post-move audit package same day | ✓ Delivered before window closes | ✗ Not delivered |
| Fixed-price quote after site assessment | ✓ No hourly surprises | ✗ Hourly rates |
Reporting for Every Stakeholder in Your Firm
Investment firm IT relocations require clear documentation for multiple audiences. CrownTECH® delivers role-specific reporting throughout the engagement.
Technical Status Report
System restoration tracking, network validation, dependency verification results, issue log with resolution timelines, and complete equipment status visibility.
Compliance Documentation
Full chain-of-custody records, asset manifest, PIPEDA physical safeguard confirmation, and OSC / NI 31-103 supporting documentation.
Operations Milestone Report
A summary of the project's health, the status of each phase's completion, risk and exception reporting, confirmation of the investor reporting window, and go/no-go milestone summaries.
Governance Package
Complete equipment manifest, change management records, chain-of-custody verification, system verification results, and decommission documentation for vacated space.
Serving Investment Firms Across Canada's Financial Centres
CrownTECH® supports asset management IT relocation projects across every major Canadian financial hub.
Frequently Asked Questions
Questions we hear from IT, compliance, and operations teams at investment firms before every engagement.
Planning an Investment Firm IT Relocation?
Data room protection. Fund system continuity. Audit-ready documentation. Fixed pricing. CrownTECH® since 1998.