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Our Services

Unlock the full potential of your Wallstreet Suite system with our comprehensive range of services. Our dedicated team of experts ensures your system operates at peak performance, day in and day out.

System UPGRADE SERVICES

Experience seamless system upgrades and re-implementations with quality assurance from ION.

What We Offer:

  • Major and minor system upgrades
  • Regular patch upgrades to keep your system current
  • Interface and CSD upgrades
  • Transaction and static data migration & reconciliation
  • Testing assistance, supported by S.M.A.R.T, our sophisticated automated testing tool.

Benefits for You

  • Tap into our team’s 18+ years of industry expertise.                                                                         
  • Rest assured with guaranteed quality assurance from ION.                                            
  • Get the best balance of cost, quality, and sustainability.                                                           
  • Access on-site experts during your project.          
  • Receive comprehensive post-go-live support.

Our Expertise

  • Wallstreet Suite expertise covering TRM, ACM, CLM, CMM, TRM SWIFT, ComKit modules.
  • Implementation of hotfixes and new system patches.
  • Custom enhancement development tailored to client needs.
  • Integration with third-party systems/platforms through custom interfaces.
    Seamless data migration and reconciliation services.
  • Comprehensive project management, including detailed planning and delivery estimates.
    Proficient handling of SWIFT and other inbound/outbound confirmations.

Why PREFIS?

  • Since 2001, we’ve proudly held the exclusive titles of Certified Expert and Certified Upgrade Partner with Wall Street Systems.
  • Our ISO 27001 certification in information security management ensures the utmost safety in developing, configuring, and supporting treasury management systems.
  • With 18 years of experience, flexibility, top-notch service, and competitive pricing, PREFIS stands out as the market’s premier choice.
  • As a Certified Wall Street Systems Partner, we lead in delivering complex independent upgrades and large re-implementation projects.

WSS CONSULTING Services

What We Can Do for You​

What We Offer:

  • Testing & Quality Assurance
  • Advisory
  • Customized Training

Testing & Quality Assurance

  • ION conducts the upgrade, while PREFIS ensures thorough testing and quality assurance.
  • We gather acceptance criteria, craft test cases, and devise a comprehensive test plan.
  • Our team conducts rigorous testing and QA for all WSS/ION deliveries.
  • This includes unit, integration, and regression testing.
  • We provide support to clients‘ users during UAT testing.
  • Additionally, we handle migration and reconciliation of transactions and static data seamlessly.

Advisory

  • ION handles the upgrade, while PREFIS manages testing and quality assurance (QA) entirely.
  • We gather acceptance criteria and develop test cases and a comprehensive test plan accordingly.
  • Our team conducts thorough testing and QA for all WSS/ION deliveries, including unit, integration, and regression testing.
    We provide dedicated assistance to clients‘ users during UAT testing.
  • Additionally, we expertly manage migration and reconciliation of both transactions and static data.

Customized Training

  • Tailored Training: Customized to your needs.
  • Personalized Instruction: Aligned with your team’s skills.
    Hands-On Learning: Practical exercises for better understanding.
  • Flexible Delivery: On-site or virtual options available.
  • Ongoing Support: Continued guidance post-training.

Benefits for You

  • Timely Project Delivery: Projects completed punctually.
  • Client Stress-Free Experience: Minimal disruption to daily business operations.
  • Efficient Resource Utilization: Projects completed with minimal client involvement.
  • System Configuration Optimization: Independent review and optimization conducted.
    Seamless Transition to Support: Smooth handover to support team post-launch.
  • Tailored User Training: Customized training provided to end-users.
  • Expertise of 20+ Years: Services provided by seasoned professionals.
  • On-Site Expert Presence: Experts available on-site throughout the project if needed.

Our Expertise

  • Comprehensive Solution Design and Implementation: We specialize in designing and implementing Wallstreet Suite solutions across Front Office (FO), Middle Office (MO), Back Office (BO), and Accounting, as well as Cash and Liquidity Management (CLM).
  • Expert Troubleshooting: We adeptly handle complex issues and calculations.
  • Rigorous Testing and Support: Our team conducts thorough functional and system performance testing and offers extensive support throughout the client’s testing process, including Unit, Acceptance, and Integration testing.
  • Data Management Expertise: We excel in data migration reconciliation and data quality management.
    Strategic Guidance: Benefit from our insightful advice on optimizing the utilization of the Wallstreet Suite system, informed by our deep understanding of business processes.
  • Testing Support: We provide comprehensive support for data migration testing, reconciliation, and the client’s overall testing process.

Why PREFIS?

  • Certified Expertise and Partnership: As a Wall Street Systems Certified Expert & Upgrade Partner, we maintain close ties with WSS, facilitating open communication with WSS R&D, customer support, and management.
  • ISO 27001 Certification: We are ISO 27001 certified in information security management for the development, configuration, and support of treasury management systems.
  • 20 Years of Experience and Expertise: With 20 years of experience, flexibility, and a commitment to excellence, PREFIS stands out as the top choice in the market for treasury management solutions.

SUPPORT

What We Can Do for You​

What We Offer:

  • „Near Shore“ services — provided by PREFIS directly at the client’s location​​
  • „Offshore“ services — supplied remotely from PREFIS Support Center

"Near Shore" services

Provided directly at the client's location

  • Proactive System Support: We provide proactive system monitoring for production systems.
  • On-Site Support: Our team offers first-level on-site support.
  • Problem Coordination: We coordinate problem-solving for all downstream applications connected to WSS.
  • System Upgrades: We execute regular system upgrades efficiently.
    Ad-Hoc Configuration: We offer ad-hoc configuration and support for static data management (Model Business-as-Usual).
  • Know-How Transfer: We provide know-how transfer and mentoring services.
  • Documentation Updates: We ensure updates of both functional and technical documentation.
  • Client Collaboration: We work closely with clients‘ internal teams to deliver training and support effectively.

"Offshore" services

Supplied remotely from Support Center

  • Active System Monitoring: We oversee system operation with active monitoring.
  • Problem Coordination: We coordinate problem-solving for all downstream applications connected to WSS.
  • Off-Site Support: Our team provides second-level off-site support.
    System Upgrades: We execute regular system upgrades seamlessly.
  • Ad-Hoc Configuration: We offer ad-hoc configuration for new systems as needed.

Benefits for You

  • Experienced Team: Benefit from a stable team of experts with over 600 years of combined experience.
  • Continuous Improvement: We prioritize continuous service improvement to enhance your experience.
  • Test Case Management: We manage a comprehensive set of test cases and documentation.
  • Environment Management: We oversee the management of all environments.
  • Efficient Resource Utilization: Projects are completed with minimal client involvement, saving resources.
  • Cost Reduction and User Satisfaction: Our services aim to reduce costs while increasing end-users‘ satisfaction.

Our Expertise

  • Extensive Business Process Knowledge: We possess in-depth knowledge of business processes within central banks, commercial banks, and asset management organizations.
  • Wallstreet Suite Expertise: Proficiency in Wallstreet Suite modules including TRM, ACM, CLM, CMM, TRM SWIFT, ComKit, Upgrade, Configuration, and Setup.
  • Comprehensive Wallstreet Suite Coverage: Our expertise spans across Front Office (FO), Middle Office (MO), Back Office (BO), Accounting, and Cash and Liquidity Management (CLM).
    Expert Troubleshooting: We adeptly handle complex issues and calculations.
  • Hotfixes and Patch Installation: We provide timely hotfixes and installation of new system patches.
  • Custom Enhancement Development: We develop customer-specific enhancements to meet unique requirements.
  • Interface Development: We develop interfaces to integrate with any third-party system or platform.
  • SWIFT and Confirmation Handling: Expertise in handling SWIFT and other incoming and outgoing confirmations.

Why PREFIS?

  • Trusted Certification: Sole Certified Expert and Upgrade Partner of Wall Street Systems since 2001.
  • Close Collaboration: Our partnership ensures direct communication channels with WSS R&D, customer support, and management.
  • ISO 27001 Certification: Certified for information security management in treasury systems‘ development, configuration, and support.
  • 20+ Years of Excellence: Decades of experience, flexibility, and top-tier service make PREFIS the market leader.

EXPERT OUTSOURCING

Outsourcing individual professionals or teams with specific skills and experience with Wallstreet Suite system

What We Can Do for You

PREFIS can provide or deliver any service related to WSS whether minor or major in scope. Or we can provide the specific expert that you need:

• Business consultant / business analyst
• Technical consultant / software developer
• Project manager
• Testing specialist

Benefits for You

  • No Recruitment Required: Avoid the hassle of recruitment processes.
  • Time Efficiency: Save valuable time with our services.
  • Access to Top Talent: Gain access to highly skilled professionals.
  • Rapid Capacity Increase: Obtain additional expertise promptly.
  • Training Savings: Eliminate the need for significant training investment.
  • Overhead Cost Reduction: Benefit from reduced overhead expenses.

Our Expertise

  • Vast Wallstreet Suite Expertise: Extensive experience in Wallstreet Suite and diverse business sectors including market risk, accounting, and trading.
  • Longstanding Outsourcing Tradition: PREFIS has provided consultants to clients, TREMA, WSS, and ION since 2001.

Why PREFIS?

  • Exclusive Certification: Sole Certified Expert and Upgrade Partner of Wall Street Systems since 2001.
  • Highly Qualified Consultants: All consultants hold individual WSS 7 certification.
  • Decades of Experience: 18 years of expertise, flexibility, and top-tier service make PREFIS the market leader.
    Tailored Expertise: Access an expert perfectly matched to your requirements.

Explore your Wallstreet Suite Potential with Us!

Embark on your WSS journey with us and experience professional, open, and personalized guidance right from the start. 

Let’s connect and pave the way forward together!

PREFIS offers premium services and tailor-made solutions for Wallstreet Suite system clients.

Transform your treasury with world-class experts.

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PREFIS a.s.

Vajnorská 100/A
831 04 Bratislava
Slovakia
Email: info@prefis.com
Phone: +421 232 151 100

PREFIS AMERICAS LLC

30 Broad Street
NY 10004 , New York
United States
Email: USA@prefis.com
Phone: +1 929-376-0024

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