Asset Management

Helping Asset Managers Scale Their Operating Model

Asset Management firms in both the regulated and alternative spaces face an environment of increased competition and heightened scrutiny. In order to grow Assets Under Management (AUM) without increasing headcount, modern Asset Managers are focused on achieving scalability, while developing and maintaining a more complex operating model than ever before.

CrossCountry Consulting has proven experience in helping Asset Managers, along with their Portfolio Companies, in achieving operational efficiency, designing enhanced controls, and modernizing their infrastructure to meet these demands.

How We Can Help

Asset Managers are increasingly challenged to develop and maintain complex operating models. Our experts can help you:


Review operational processes to identify gaps vs. leading industry practices and increase efficiency and capacity.


Identify strategic opportunities to apply technological enhancements that help your infrastructure scale.


Implement a data strategy to enhance reporting and strategic decision-making.


Deploy technology to accelerate and automate processes, harness data, improve security, and decrease cost.

Asset Management Consulting Services

Industry and Topical Expertise

Operations & Infrastructure Support

We can enhance operational processes and systems across the enterprise.

  • Process Improvement and Change Management
  • Portfolio and Fund Accounting Support
  • Risk and Regulatory Compliance
  • Implementation and Migrations
  • Systems Selection, Deployment, and Post-Production Support
  • Human Capital Transformation
  • Transaction Advisory
  • Cybersecurity and Privacy
  • FP&A Enhancement
  • Procurement Transformation

Data Management  & Data Governance

Identify management and governance strategies that unlock the full power of your data.

  • Data Management
  • Data Governance Strategy
  • Internal Controls Procedures
  • Risk Management
  • Security Master File Maintenance
  • Investor CRM Data Management

Portfolio Reporting & Data Visualization

Deploy technologies (such as Alteryx, Tableau, Power BI, and custom solutions) to harness the power of your data and improve reporting.

  • Portfolio Manager Reporting
  • Data Quality Measurement and Reporting
  • KPI Dashboards
  • Client / Investor Reporting
  • Real-Time Portfolio Analytics Tools
  • Performance Measurement and Benchmark Analysis


Leverage the power of automation tools to create efficiencies and realize the power of your workforce.

  • Automation Strategy and Roadmap Development
  • Center of Excellence Establishment
  • Develop and Deploy End-to-End Automation Solutions, such as:
    • Quarterly Partner Capital Statements
    • Capital Call and Distribution Processing and Dissemination
    • Cash Reconciliation
    • Intercompany Transaction Reconciliation
Asset Management Case Study

Learn about how we helped a large alternative asset management firm optimize their financial processes, operating model, and systems ecosystem in order to meet the demands of a publicly-traded company.

Meet our Asset Management Leadership Team

AML Leadership
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Partner Lead

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Associate Director