Asset management industry has been seeing a shift in trend with growing acceptance of lower-cost, index-based products. Additionally, rising costs associated with investment performance and distribution are impacting asset managers’ flows, fees, revenue, and profitability.

In the current scenario, asset management firms need to keep expenses down to help make up for lower fees. At the same time, it becomes even more crucial for them to adopt innovative and cost-effective technology solutions to help portfolio managers and sales teams in generating performance and AUM growth faster and cheaper than ever before

At TO THE NEW, we believe we can be an ideal technology partner for Asset Management companies, with our deep understanding of asset management business and a proven ability to provide innovative and cost-effective modern technology solutions
Challenges being faced by Asset Management companies
  • Manually intensive client onboarding
  • Manual & error-prone cash flows reporting
  • Lack of client, accounting and reference data governance
  • Infrastructure & Cost
  • Custom client reporting
  • Inconsistent portfolio analytics within the firm
Our Offerings
  • sales Analysis

    We help customers derive meaningful insights and form a consolidated view from disparate sources with real-time dashboards and reporting

  • middle sales

    Our extensive experience in supporting middle office functions enables us to work effortlessly with internal operations teams or a middle office service provider

  • data distribution

    We help in implementing data platforms to provide consistent, timely, and verified accounting & sales data for firmwide consumption

  • Vendor upgration

    We support in changes and testing of product interfaces of OMS, CRM, Accounting, Reconciliation, Reporting, and Data Warehouse products

  • Visualization

    We use leading BI tools to integrate, transform, and visualize raw and unprocessed data from CRM, Accounting, Data Vendors, and Third-Party systems