Asset Managers
We provide asset managers and private wealth managers integrated solutions across asset classes and functions to improve investment performance, enhance client servicing, attract new client assets and retain assets in the existing complex business environment. In addition, we help cut costs. Serving as an extended arm of asset and private wealth managers, we carry out all regular and critical functions (such as research, fund marketing, compliance, and portfolio monitoring and index operations) diligently irrespective of spikes in investment activity.
Asset Managers – Support We Offer
- EDGE in Consultant Database (CDB) Uploads
- Navigator
- Automated Financial Model Builder
- Equity and FICC Analytics and Comp Builder
- Interactive Fund Factsheet Builder
- Web Audit and Data Extractor
- Digital Marketeer Interface
- Sales and Client Newsletter Communicator
- Robo Smart Beta Quant ETF
- Portfolio Optimiser
- Fund Simulator
- Data Aggregator and Cleanser
- Research Digitisation and Report Generator
- Interactive Charting and Readership Analytics
- MIFID II Dashboards and Interactive Charting
- Learn more about BEAT enabled Solutions
How we are different
One-stop solution for asset managers and private wealth managers, with expertise and offerings spanning front- and middle-office functions
Extensive experience supporting over 100 asset and private wealth managers across all major asset classes
Technology-driven services for front- and middle-office functions, led by our proprietary automation tool – BEAT (business excellence and automation tools)
Experience helping clients set up virtual captives to realise long-term strategic objectives
Multi-language support and near-shore capabilities, with access to best talent pool