01
Factsheets & reporting
Turn administrator files, market data, commentary, and disclosures into accurate, review-ready investor materials.
- Fund and strategy factsheets
- Performance tables and charts
- Quarterly reporting workflows
Technical operations for investment firms
Make your growth stack work like one system.
AUMOps connects your technology, strengthens your digital presence, automates recurring reporting, and builds the custom tools your investment firm needs to grow.
Technical growth operations
Connected operating stackYour stack
CRMCRM + automationConnected
DATAProspecting dataSynchronized
WEBWebsite + analyticsMeasured
RPTProduct reportingAutomated
AUMOPS
OPERATIONS HUBGrowth operations
Connected workflows12
Built for investment firms that have outgrown manual operations
ReportingCRMDataMarketingPortals
01 / THE OPERATING GAP
Your firm has the software.
It still needs a system.
CRMs, prospecting databases, analytics, websites, reporting tools, and internal workflows rarely work together out of the box. Teams bridge the gaps with spreadsheets, exports, and repetitive manual work.
AUMOps provides the technical strategy and hands-on execution to connect the stack, improve the digital journey, and build what off-the-shelf software cannot.
02 / WHAT WE DO
One technical partner.
Four critical capabilities.
Strategy, implementation, and ongoing support across the systems that power firm growth.
02
Stack integrations
Connect your CRM, prospecting data, website, and operating systems so information moves without manual handoffs.
- CRM and marketing automation
- AdvizorPro, Discovery Data, and FINTRX
- APIs, data syncs, and monitoring
03
Technical marketing
Find and fix the technical gaps that limit discoverability, attribution, website performance, and digital growth.
- Website and conversion audits
- Tracking, analytics, and attribution
- Technical SEO and GEO services
04
Custom portals
Build secure, purpose-designed digital experiences for advisers, clients, investment teams, and distribution partners.
- Adviser and client portals
- Internal workflow applications
- Data dashboards and document hubs
03 / THE CONNECTED STACK
Make the tools you already own more valuable
Connect the data, systems, and digital experiences behind growth.
We connect CRMs with prospecting intelligence, synchronize marketing and product data, establish reliable measurement, and build secure portals when your workflow needs more than a standard platform can deliver.
Map your technology stackConnectCRM, AdvizorPro, Discovery Data, FINTRX, websites, analytics, and internal systems
ImproveWebsite performance, attribution, technical SEO, GEO visibility, and conversion paths
BuildFactsheet workflows, custom portals, dashboards, data hubs, and internal applications
Best fit
Growing asset managers with lean operations, distribution, product, and marketing teams.04 / HOW WE WORK
Fix the workflow you have.
Build the platform you need.
Practical implementation first. Broader transformation only where the business case supports it.
01
Assess
Map the current process, source systems, review steps, and recurring failure points.
02
Connect
Build focused integrations around the systems and files your team already uses.
03
Automate
Create a controlled workflow for validation, production, review, and publishing.
04
Operate
Monitor the process, resolve exceptions, and improve it as products and requirements change.
05 / THE RESULT
Less operational drag.
More room to grow.
01
A connected stack instead of isolated software subscriptions
02
Reliable measurement from first visit through qualified opportunity
03
Automated reporting and data workflows that scale with the firm
04
Purpose-built portals and tools where standard software falls short
Start with one workflow
What slows your team down every month or quarter?
Bring us the process, files, or system gap. We’ll map the fastest practical path from recurring problem to reliable operation.
Talk through your workflow