A&M, working with SaaS providers, assists private equity and hedge funds with the implementation, remediation and management of analytics and reporting platforms. Covering the full range of alternative and illiquid investments, our main services include:

• Diagnostic Assessments
  We partner with clients to implement large, enterprise-wide reporting software solutions and identify the key risks and costs while ensuring adherence to practices. We help them define a future state commensurate that aligns with current business and operating needs and develop a roadmap to roll out the platform with maximum uptake and minimal disruption.
• Implementation
  When clients are faced with large or particularly challenging implementations, we can assist them to execute these initiatives with effective communication across all stakeholders by designing a plan with a focus on the application of best practices.
• Optimization
  Many clients have systems and software in place that are not optimized, and/or the team is not fully leveraging existing tools due to resource constraints. We help drive change by identifying the gap between the current and desired state and designing a plan to close that gap and executing with clear metrics for success.

Platform Management Services

A&M’s platform management services team assists resourced-constrained middle-offices to achieve their goals while enhancing reporting transparency, all while utilizing best-in-class practices and mitigating cost and risk.

Download the brochure here.