Asset management industry is approaching a watershed moment with post-financial crisis bull market run ending and 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 order to weather the storm, 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 asset management firms to quickly 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.
For asset manager of any size, TO THE NEW can be the global technology partner with its deep understanding of asset management business and proven ability to implement solutions using modern technology stack in the areas of data management, UX/UI design, cloud migration & monitoring, and testing automation.
- Manually intensive client onboarding
- Lack of client, accounting and reference data governance
- Manual and error-prone cash flows reporting
- Custom client reporting
- Inconsistent portfolio analytics within the firm
- Infrastructure & Cost