Asset
Management

INNOVATION DIGITAL TRANSFORMATION & IT PLATFORM

The Asset Management team works with players in the asset management sector (asset managers, fund administrators, family offices, asset servicers, etc.), to help them cope with the major transformations taking place in the sector, and to support them in their investment modeling (operational support), tool selection and process digitization. The team, made up of functional and technical experts in listed and unlisted asset management solutions, supports its customers from the audit & scoping phase, through the categorization of macro-needs, to the piloting & deployment of the target solution.

Issues

Technological innovation & the choice of the right tools throughout the value chain, provide a competitive edge while meeting new regulatory, customer & employee expectations.

Our support

  • Strategic transformation / innovation objectives
  • Definition of strategic roadmap & transformation action plans
  • Support from POC (proof of concept) to deployment
  • Tool implementation: management of multi-environment parameterization (DEVOPS), test plan, validation and delivery

References & Achievements

  • Selecting and setting up an investor portal for an AM
  • Implementation of a PMS for the Private Assets BUs at an Asset Manager
  • Defining the digital transformation strategy
  • Design of a reporting factory for an asset manager
  • Development of several reports and dashboards for asset management companies and institutional investors

Follow us

124 Bis Avenue de Villiers – 75017 Paris
Phone: +33 (0)1 42 94 09 48