Discovery workshops
Working sessions with operations, product, technology and leadership teams to understand critical outputs, dependencies and the realities of how work gets done today.
Structured Advisory
Technology advice grounded in how your business works
Service · Structured Advisory
Solve the right data problem first
Before investing in technology, understand the problem properly. We work with your teams to identify the bottlenecks, understand the underlying data and processes, and determine the right way forward.
We focus on delivering value quickly.
Change creates friction, particularly for the people responsible for making it work. We understand that. We’d rather start with something focused that delivers value quickly, work closely with your teams and earn the trust to take on more together over time.
Jonathan McKie
Director
For investment firms that need an independent view of a data problem or want to start a platform implementation with a clear plan.
We focus on delivering value quickly.
Change creates friction, particularly for the people responsible for making it work. We understand that. We’d rather start with something focused that delivers value quickly, work closely with your teams and earn the trust to take on more together over time.
Jonathan McKie
Director
The challenge
Making change count
Investment businesses have growing demands on their data, systems and teams. The opportunity is to identify where the real constraints are and make targeted changes that deliver value without unnecessary disruption.
Understand where the time goes
Before changing systems or processes, identify where manual effort, delays and duplication are actually happening so investment is focused where it will make the biggest difference.
Deliver value sooner
Large transformation programmes aren’t always necessary. Focused changes can solve specific challenges sooner, while allowing the wider technology environment to evolve over time.
Choose technology around the requirement
Start with what the business needs to achieve, including its investment processes, compliance requirements and existing systems, then decide where new technology adds value.
Keep pace with the business
Fund ranges, client requirements, regulation and technology keep changing. Solutions need to evolve with the business rather than stop at go-live.
Bring AI in with the right controls
AI creates new ways for teams to work with their data. Starting with governed data and clear access rights means agents can be introduced without creating a separate, uncontrolled source of information.
OUR APPROACH
From understanding to action
Understand the current process, decide where change will make a difference, then implement it in a way that works for the people using it.
- 01
Discover
Current-state assessment
We identify document flows, spreadsheet workarounds, key-person dependencies and manual controls so the real bottlenecks are visible before technology decisions are made.
- 02
Define
Recommended operating model
We recommend the process, data and platform changes that will have the biggest impact first, avoiding large transformation programmes that delay results.
Architecture and delivery plans
Integration designs, delivery plans and implementation phases that can be reviewed, costed and approved before build begins.
- 03
Implement
Platform implementation
FundSolve, WealthSolve, Fund Factsheets or custom automation delivered by the same team that assessed the problem and designed the solution.
Ongoing support
Support continues beyond go-live, adapting workflows, reporting and platform capability as fund ranges, regulations and AI tools evolve.
USE CASES
Different teams, different challenges
For teams looking at a process, data or technology challenge and wanting a clearer view of what needs to change before deciding how to change it.
COO, CTO, Head of Ops
Before selecting a platform
Challenge: Several technology options, competing priorities and no clear view of where change will make the biggest difference.
Outcome: A clear understanding of where to focus first, what can be improved with existing technology and where new investment will add value.
- Understand where time and effort are being spent
- Assess buy, build and extend options
- Consider risk, compliance and existing systems from the outset
Mid-sized managers
Moving beyond spreadsheet-led operations
Challenge: Important processes still rely on spreadsheets, manual steps and knowledge held by a small number of people.
Outcome: Start with the process that matters most, automate where it adds value and establish governed data that teams can work from with confidence.
- Establish governed data that can be used across the business
- Give teams the freedom to use Excel, AI and other tools
- Reduce manual work in practical stages
Firms modernising client reporting
Bringing fund data and reporting together
Challenge: Client reporting often relies on the same fund data used elsewhere in the business, but separate processes can create duplication and unnecessary manual work.
Outcome: Govern the fund data once and use it across operational processes and client reporting, including Fund Factsheets.
- One approach to fund data across reporting and operations
- Reduce duplicate processes and data stores
- Clear ownership of data and reporting processes
CTO, Head of Ops, innovation leads
Giving AI access to governed fund data
Challenge: Teams want to use AI agents with their fund data, while keeping control of what each user and their agents can access.
Outcome: Give AI agents access to the same governed data used across FundSolve and WealthSolve, with the same access rights as the user.
- Make governed data available to AI agents
- Use MCP, APIs and Excel where each makes sense
- Keep access rights consistent across users and their agents
Start with the problem worth solving
Book a 20-minute call and we'll work through the problem, the current process and whether FundSolve, WealthSolve, Fund Factsheets or a combination of them makes sense.