Applied AI
Deploy governed AI for product knowledge, wholesaler preparation, RFP and DDQ responses, commentary, and controlled operating actions.
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The technical operating layer for asset managers.
AUMOps helps boutique and mid-sized managers make AI actionable across distribution, product, marketing, reporting, data, and investment operations.
Built around the asset-management operating model.
An asset manager’s stack spans fund administration, portfolio and product data, performance, CRM, advisor and allocator intelligence, consultant databases, marketing automation, websites, and reporting. Each system reflects a different part of the firm. Few agree automatically on firms, contacts, products, territories, activity, ownership, or timing.
Use the asset manager technology stack architecture and checklist to map the sources, owners, and interfaces behind the workflow.
AUMOps addresses those gaps directly. Start with one visible constraint—an AI pilot that needs controls and a path to action, an error-prone factsheet cycle, stale territory data, an RFP queue, unreliable flow reporting, incomplete attribution, or a missing diligence portal—and build toward a stronger operating model.
Factsheets & reporting
Automate the work required to turn fund data, performance, holdings, benchmarks, commentary, and disclosures into review-ready materials.
Explore factsheets & reportingStack integrations
Connect CRM, advisor and allocator intelligence, territories, product data, campaigns, websites, and internal systems.
Explore stack integrationsData operations & analytics
Create trusted models and dashboards for firms, advisors, allocators, products, pipeline, AUM, gross sales, redemptions, and net flows.
Explore data operations & analyticsTechnical marketing
Improve product discoverability, document journeys, campaign attribution, conversion, SEO, and AI-search visibility.
Explore technical marketingCustom portals
Build secure portals and workflow applications for advisors, allocators, clients, distribution, product, and investment operations.
Explore custom portalsHow engagements begin
Start with the constraint limiting distribution capacity, product delivery, or operating control.
Assess
Map systems, users, data movement, recurring work, and the points where the process breaks.
Prioritize
Separate foundational fixes from enhancements and define a practical first release.
Implement
Configure, connect, automate, or build the solution with clear ownership and testing.
Operate
Monitor the workflow, resolve exceptions, and improve it as the firm evolves.
How the capabilities work together
Follow the operating problem across adjacent services.
Operationalize an AI use case
Start with the workflow, then connect the approved knowledge, systems, data controls, and evaluation evidence it needs.
Scale product communication
Create a trusted path from fund and strategy data through controls, review, publishing, and downstream access.
Improve digital distribution
Connect discoverability and engagement measurement to CRM context, follow-up, and focused advisor experiences.
Selected guidance and operating designs
See the controls, data, and decisions behind the work.
Implementation guide
How to make AI actionable inside an asset-management firm
A practical operating model for connecting approved knowledge, controls, evaluations, and business actions.
Read the resourceRepresentative operating designMulti-product factsheet automation
A source-controlled reporting workflow for product data, validations, exceptions, approvals, and publishing.
Read the resourceRepresentative operating designAdvisor intelligence inside Salesforce
An identity-aware pattern for moving permitted advisor data into CRM prioritization and territory workflows.
Read the resourceImplementation guideWhat a technical marketing audit should cover
A review framework for discoverability, measurement, product journeys, attribution, and CRM handoff.
Read the resourceWhat is creating drag across distribution, product, or operations?
Bring us the workflow, data gap, AI opportunity, or digital journey. We will help define the most practical next move.
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