AI and technical operations for asset managers
AUMOps is an applied AI and technical operations firm built for asset managers. We connect approved product knowledge, distribution data, reporting, and digital engagement so AI can support real work across product, marketing, operations, and the institutional and intermediary channels.
Asset management operations
Connected distribution stackYour stack
Distribution intelligence
Purpose-built for the operating realities of asset managers
Fund administrators, portfolio and product data, CRM, advisor and allocator intelligence, marketing automation, consultant databases, and the website rarely agree on identity, ownership, or timing.
Distribution, product, marketing, and operations teams bridge those gaps with exports, spreadsheets, and repeated entry. AUMOps turns that fragmented environment into governed workflows and usable intelligence.
Specialized implementation for asset managers—not general-purpose technology contracting.
Put AI to work across distribution, product, marketing, and investment operations with approved knowledge, review gates, and measurable outcomes.
Turn fund-administrator files, performance, holdings, commentary, and disclosures into accurate, review-ready product materials.
Connect CRM, advisor and allocator intelligence, digital engagement, and product data around the way your distribution team works.
Create a reliable view of firms, advisors, allocators, products, territories, opportunities, AUM, sales, redemptions, and net flows.
Improve how advisors, allocators, and diligence teams discover products, evaluate strategies, and enter a measurable distribution journey.
Build secure digital experiences for advisors, allocators, clients, distribution teams, and investment operations.
Our case examples are representative operating designs, not claims of achieved client outcomes.
Move from a model experiment to a controlled workflow with approved knowledge, evaluations, owners, and a measurable action.
Read the resourceUse-case blueprintA permission-aware retrieval pattern for product, process, research, and marketing content with citations and review controls.
Read the resourceRepresentative operating designA source-controlled workflow for recurring product data, validations, exceptions, approvals, and publishing.
Read the resourceRepresentative operating designA CRM enrichment pattern for identity resolution, territory ownership, prioritization, monitoring, and distribution action.
Read the resourceTurn an asset-management stack into an operating advantage
We connect the data behind firms, advisors, allocators, products, territories, opportunities, flows, and digital engagement—then make that context safely usable by people, systems, and AI.
Map your technology stackRead the asset manager technology stack guide and download the inventory template
Best fit
Boutique and mid-sized asset managers across mutual funds, ETFs, SMAs, model portfolios, and private markets.Practical implementation first. Broader transformation only where the business case supports it.
Map the current process, source systems, review steps, and recurring failure points.
Build focused integrations around the systems and files your team already uses.
Create a controlled workflow for validation, production, review, and publishing.
Monitor the process, resolve exceptions, and improve it as products and requirements change.
One dependable view of firms, advisors, allocators, products, territories, and pipeline
Digital engagement tied to campaigns, opportunities, platform relationships, and distribution follow-up
Controlled product reporting that scales across vehicles, share classes, and reporting periods
AI that works from approved knowledge, respects review gates, and leaves an inspectable trail
Focused portals and applications for advisors, diligence teams, clients, and internal users
Start with one workflow
Bring us the product-reporting cycle, distribution-data gap, AI pilot, RFP queue, attribution problem, or portal idea. We’ll map the practical path to a controlled operating workflow.
Talk through your workflow