Industry
Solutions for Asset Managers
Transform investment operations with trusted data and intelligent automation to reduce risk, simplify compliance, and lower operating costs.
Description
Asset managers operate across fragmented systems, complex fund structures, and growing regulatory demands. Manual data management and processes increase costs, operational risk, and oversight pressure. Our platform centralises data and automates critical workflows, giving you controlled, scalable operations.
Key Features
- Reduce operational risk: Bring together fragmented data from across systems and providers into a single, auditable source of truth. Improve data quality while reducing errors, breaks, and reliance on manual controls.
- Lower back-office costs: Automate high-volume data and control processes to reduce manual effort, scale operations efficiently, and support fund growth without proportional cost increases.
- Strengthen oversight and compliance: Embed transparent, repeatable controls across key processes with full traceability, supporting regulatory expectations and confident engagement with service providers.
Relevant Use Cases
- Improve reference data quality
- Strengthen delegates oversight
- Centralised IBOR Creation & Maintenance
Data Objects
- Investment Products
- Portfolio Positions
- SFDR PAIs
- Fees Parameters
- Compliance Rules
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“Asset managers must adapt quickly to meet investors' expectations and having a reliable partner like Next Gate Tech is essential for this transition.”
BJ
Benoît Joseph
Chief Risk Officer, Trustmoore
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