A&M’s Fund Analytics Services Team worked with a leading investment management firm with a portfolio of real assets of hundreds of properties and dozens of managers. The A&M team’s task was to extract historical financial data from thousands of legacy documents, sort and centralize the data, and efficiently ingest it into the new platform.

By innovative use of process automation technology, combined with deep operational and technical expertise, A&M enabled an accurate, speedy and seamless migration from legacy systems to the new Portfolio Monitoring platform.

Click here to read our full case study.

A Word from the Client:

"Within four months of A&M’s implementation, we were able to achieve a significant ROI with regard to our annual planning process. Year-over-year, we saved thousands of hours of our asset managers’ valuable resources, enabling them to complete mission-critical tasks in a fraction of the time." – Managing Director, Operations

Learn more about A&M’s Fund Analytics practice here.