Crestmont Asset Management · Implementation

Investment Data Platform — MDM Build

← All engagements
Client
Crestmont Asset ManagementT1
Asset Management · Boston · $420B AUM
Practice & Delivery
Data Management
SDL
JOJames Okafor
Team
JOHMAK
Contract value
$1.6M
Burned
$720K
Remaining
$930K
Days elapsed
263 / 240
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • ●
    Architecture & Data Model Sign-offcomplete
    due Mar 16, 2026
  • ◐
    Reference Data Domain Cutoverin progress
    due May 28, 2026
  • ○
    Security Domain Cutoverupcoming
    due Jul 9, 2026
  • ○
    Steady-state Handoffupcoming
    due Oct 12, 2026
Recent Touchpoints
weekly statusApr 26, 2026
Domain cutover prep on schedule.
JO
Compliance Checks
✓MSA in placepass
✓SOW signedpass
Asset Harvesting
No assets harvested yet — initiate at next milestone.