Financial Services

Asset Management

Scale operations for growth today and tomorrow

Asset management firms in regulated and alternative spaces face increased competition and heightened scrutiny. To grow Assets Under Management without increasing headcount, we design enhanced controls, modernize infrastructure, and generate operational efficiency.

Create future financial value today. Here’s how.

Enhance operational processes and systems, such as:  

  • Portfolio and fund accounting support 
  • Risk & compliance 
  • Technology optimization & digital innovation 
  • Workforce planning 
  • Transactions 
  • Cyber, privacy & technology risk 
  • Enterprise performance management  

Deploy technologies 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 

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

  • Data management
  • Data governance strategy
  • Internal controls procedures
  • Security master file maintenance
  • Investor CRM data management

Create efficiencies and realize the power of your workforce with:

  • Automation strategy and roadmap development 
  • Center of excellence establishment 
  • Automation solution development and deployment for:
    • Quarterly partner capital statements 
    • Capital call and distribution processing and dissemination 
    • Cash reconciliation 
    • Intercompany transaction reconciliation 

Unlocking real-world value for clients

Automation, EPM, and a redesigned operating model deliver the finance function of the future for a post-IPO asset management firm.

How do you create present and future value for your business?

Unlock core business value from a suite of integrated solutions expertly designed for organizations like yours.

Accounting & Risk

Anticipate and respond to complex reporting and regulatory requirements.

Technology-Enabled Transformation

Accelerate enterprise performance through people-led digital transformations


Manage transaction lifecycles for maximum deal value and minimum risk.

Meet our leader