Asset Manager Platform Modernization
Client: Top-tier Asset Management Firm
The Challenge
The client, a top-tier asset management firm with over $500 billion in assets under management, was operating on a legacy investment platform that was becoming increasingly costly to maintain and unable to support their growth ambitions. The platform's limitations were hindering the firm's ability to launch new products, integrate with fintech partners, and provide the digital experience that clients expected. They needed a comprehensive platform modernization strategy to address these challenges and position themselves for future growth.
Our Approach
Conducted a detailed assessment of the existing platform, identifying pain points, technical debt, and future requirements
Developed a comprehensive modernization strategy with a phased approach to minimize business disruption
Designed a target architecture leveraging cloud technologies, microservices, and API-first principles
Created a detailed implementation roadmap with clear milestones, dependencies, and success metrics
Established a governance framework to oversee the transformation program and ensure alignment with business objectives
Provided hands-on implementation support, including vendor selection, solution design, and change management
The Results
40% reduction in platform operating costs through cloud migration and automation
60% improvement in time-to-market for new investment products
Enhanced data capabilities enabling advanced analytics and personalized client insights
Seamless integration with fintech partners and third-party services
Improved scalability to support business growth without proportional cost increases
Enhanced client experience with modern digital interfaces and real-time reporting
"The platform modernization program has been transformative for our business. Oakleaf Advisory's expertise in both technology and asset management was invaluable in helping us navigate this complex journey. Their pragmatic approach and focus on business outcomes ensured that the modernization delivered tangible benefits to our clients and our bottom line."
Chief Technology Officer
Top-tier Asset Management Firm
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