Accelerating growth and transforming operating models for clients
What we Offer
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.
We help customers derive meaningful insights and form a consolidated view from disparate sources with real-time dashboards and reporting.
Our extensive experience in supporting middle office functions enables us to work effortlessly with internal operations teams or a middle office service provider.
We help in implementing data platforms to provide consistent, timely, and verified accounting & sales data for firmwide consumption.
We use leading BI tools to integrate, transform, and visualize raw and unprocessed data from CRM, Accounting, Data Vendors, and Third-Party systems.
Vendor Product Changes & Upgrades
We support changes and testing of product interfaces of OMS, CRM, Accounting, Reconciliation, Reporting, and Data Warehouse products.
Challenges we solve for capital market companies
Manually intensive client onboarding
Lack of client, accounting and reference data governance