Asset Management Operations Automation

Automate - Manual Processes, Reporting, Risk & Portfolio Manangement, & More.


Front, Middle & Back-Office Automation

We work closely with your team to understand your current systems, and your current and future requirements. After a comprehensive review of your current system and technologies, we recommend a path to automating your front, middle and back-office operations. This involves not only choosing the right technologies, programming languanges, databases, but in addition, if needed, picking the right vendor by providing you a complete comparison of their features, functions, and costs.

Working closely with your team members, we design, develop and deliver an end-to-end solution that is designed for reliability, speed and scalability. This enables your team to firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and increase alpha.


MS Excel & MS Access Automation

Most asset management firms - hedge funds, pri­vate eq­uity, and other institutional investors extensively use MS Excel and MS Access on a daily basis. Excel is an excellent tool for performing data analysis, Visual Basic for Applications (VBA) to interface Excel for quantitative analysis and back testing.

Our technical experts can help with all your MS Excel or MS Access undertakings, including Visual Basic programming, custom spreadsheet templates, cleaning and normalizing large sets of data stored in huge MS Excel documents (that might take minutes to load).

We also have proficiency in data merging and conversion from multiple MS Excel and MS Access files, custom reports, dashboards and database integration as well as migrating data from MS Excel and MS Access to enterprise relational databases.

Technology Infrastructure & Operations Review

Our team of experienced consultants will perform a complete assessment of the operations processes and technology infrastructure being used, from the front-office to middle and back-office. Based on our assessment, we will provide specific, actionable and detailed recommendations that will help your firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and increase alpha.

Deliverables

At the end of the review process, we will provide you with a detailed report which will include:

  1. Recommendations on how the current operations processes and technology infrastructure could be made more cost effective.

  2. Comprehensive roadmap on how your firm’s technology infrastructure and operations processes could be re-engineered to work as smoothly as possible, particularly in specific areas of concern, suck as risk and regulatory compliance.

  3. Detailed plan on how your firm’s technology infrastructure and operations processes could be re-engineered for future growth based on strategic priorities.

  4. Recommendations on how to create policies and procedures that will allow you to scale your operations infrastructure to support future growth.


Technical Documentation

We understand that being in a high stress, fast paced environment, it is not always possible to keep your documentation up-to-date. At the same time, having updated technical documents available has numerous advantages, including (a) Onboarding for new hires, (b) Ensuring that policies and procedures are being closely followed, (c) Facilitating greater collaboration within teams and among different groups.

Our team of experienced technology consultants and technical writers will work closely with your team, read software code, and look at other sources to create a complete technical documentation of your technology infrastructure, operational processes and policies.

We will make the documentation available on an internal intranet website for ease of access and use. If requested, we will keep your documentation updated on an ongoing basis.