We help asset managers, wealth managers and insurers build the platforms and operating models that actually work — from selection and architecture through to delivery and optimisation.
Building and implementing investment platforms is what we do best. From requirements definition and vendor selection through to full implementation, migration and go-live — we deliver end-to-end.
We are platform-agnostic and have worked across the leading PMS, OMS and data platforms in the market, including proprietary platforms. Our value is in the methodology, not the vendor.
Investment platforms are only as good as the data flowing through them. We design and implement the data architecture, pipelines and integration layers that make PMS/OMS systems work — and keep working.
AI is changing what investment management and operations teams can do. We help firms identify where AI adds genuine leverage — then build and deploy it. We are selective about use cases and focus on where results are demonstrable and risks are manageable.
Encoding regulatory frameworks — SFDR, SDR and internal investment policies — and automatically reviewing disclosures and policy documents for inconsistencies and breaches.
See case study ↗AI-powered parsing and extraction across fund prospectuses, policy manuals and regulatory filings — answering specific questions with references to source text.
See case study ↗Semantic search and prioritisation across trade break queues, settlement fails and reconciliation exceptions — surfacing patterns and routing exceptions without manual filtering.
In developmentSemantic search over DDQ responses, fact sheets and manager profiles — with Active Brief to accumulate mandate fit criteria and Deep Dive to synthesise a full manager review.
See platform ↗Automated generation of client reports, regulatory submissions and portfolio commentaries using structured data and GenAI.
In developmentMachine learning models that provide a structured, evidence-based challenge to the investment process — research prioritisation, portfolio consistency analysis and bias detection.
See case study ↗RAG-based assistants giving investment and operations teams instant access to procedures, policies and product data — without chasing colleagues.
See case study ↗Built on our core platform expertise — deployed where our clients need it.
Compliance rule implementation, regulatory reporting and control frameworks — deployed alongside platform implementations or as standalone engagements.
Securities lending and repo platform selection, implementation and optimisation. Operating model design for agency and principal lending programmes.
Specialist programme delivery, interim leadership and embedded teams. We draw on our sister firm Optimus E2E to provide experienced talent — whether to support our engagements or as a standalone service.
Insights on investment platforms, data infrastructure and technology from our team.
Traditional machine learning can be just as useful as GenAI for asset managers — for research prioritisation, portfolio challenge and bias detection.
Read article ↗ AIA practical breakdown of four GenAI use cases for asset managers — summarisation, intelligent assistants, workflow agents, and data analysis — with real examples and the controls that matter.
Read article ↗ AIHow we built a GenAI proof-of-concept to parse regulatory disclosures and automate compliance checks against sustainability guidelines.
Read article ↗How to define requirements, structure an RFP and evaluate SimCorp, Limina, Clearwater and the other leading investment platforms.
Coming soonPractical guidance on investment book of record design — data sourcing, reconciliation and the move to cloud-native platforms.
Coming soon