Asset Management

Every mandate checked.
Every claim sourced.

We rebuild the document-heavy work inside asset managers, from guideline checks and client reporting to research intake and RFP responses, onto one production platform in your environment. Every workflow has an owner, a measured baseline and an audit trail your compliance team, clients and consultants can follow.

Book an operations audit See the first 100 days

01 / Premise

Every client report is a project.
Very little of it is reusable.

Investment, compliance and client teams build each report, check and response from order systems, PDFs and email. The work is careful and slow, and it depends on who is on the desk. What is missing is the engineering that turns it into a process: measured, owned and evidenced.

What every team has

Every team assembles its reports by hand. Most of the evidence lives in inboxes.

Workload tracker — Global equity · Q3

WorkflowTeamStatus

Guideline checks

Rules held in mandate PDFs

Compliance

Manual

Client reports

Rebuilt in slides each quarter

Client service

Manual

Attribution commentary

Drafted from a spreadsheet

Investment

Manual

RFP and DDQ answers

Last year’s answers, edited

Sales

Backlog

Research notes

Read overnight, summarised by hand

Research

Copy-paste

Consultant requests

Collated by email

Client service

Overdue

6 workflows · 0 automated · 0 measured

What the COO sees

Six strategies, six ways of working. Nobody can say what a client report costs.

What did not change

Clients still expect the report on time, and every claim in it has to stand up.

Client calendar — 2026

Reporting year · manager

Q1 reportsApr

Q2 reportsJul

Q3 reportsOct

Consultant reviewFeb

Mandate reviewMar

Client and consultant requests · draft

Evidence of every guideline check, by mandateRequested

Support for every performance figure in the reportRequested

Controls over trade overridesRequested

Attribution behind each commentary claimRequested

Who reviewed each exception, and whenRequested

5 of 5 open · consultant review in February

02 / Operations audit

In two weeks, we walk every document-heavy workflow and rank where automation returns the most time and removes the most risk.

Build first

0.4 FTE

0.8 FTE

1.2 FTE

Capacity released ↑

2 wks46810 wks

Effort to ship →

Guideline checks

Trade allocation

Research intake

Attribution

Client reports

RFP and DDQ

Global equity

Long-only

Liquid alternatives

Absolute return

Multi-asset

Solutions

Fixed income

Credit and rates

Emerging markets

EM equity

UK equity income

Income

Estimated FTE released per quarter

0.11.2

Shortlisted

1.2

0.5

0.2

0.3

0.4

0.1

0.2

0.1

0.5

0.2

0.1

0.4

0.3

0.2

0.1

0.9

0.2

0.3

0.1

0.5

0.7

0.2

0.3

0.8

0.1

0.3

0.6

0.4

0.2

0.1

0.3

0.1

Global equity · guideline checks

EM · attribution

Fixed income · client reports

UK income · guideline checks

Multi-asset · client reports

First builds · asset managerDay 10

Global equity

Pre-trade guideline checks

1.2 FTE

6 wks

Emerging markets

Attribution commentary

0.8 FTE

5 wks

Fixed income

Client report drafting

0.7 FTE

4 wks

UK equity income

Guideline checks, from build 01

0.6 FTE

3 wks

Multi-asset

Client report drafting

0.9 FTE

8 wks

4.2 FTE released across five builds

Build 04 reuses build 01

Days 1–6

Walk-throughs with investment, compliance and client service

→ workflow map

Days 7–9

Each workflow scored on hours, error risk, data readiness and control gaps

→ scored matrix

Day 10

A ranked, costed plan for each strategy and one for the platform

→ first builds

Illustrative asset manager. Real audits score every workflow on hours, error risk, data readiness and control gaps, with the working attached.

First step

Start with a two-week operations audit.

Book an audit

The process map is yours, whether we build or not

03 / First 100 days

The first hundred days,
as a build log.

One senior squad works alongside your investment and client teams. Each workflow ships behind an evaluation suite and reports against a baseline your COO signed before we started. By day 100 the platform runs in your own cloud and the first strategy works on it.

Build log — Global equity · Q3

020406080100

Audit

Days 0–14

Platform

Days 8–30

Pre-trade guideline checks

Days 14–42

Client report drafting

Days 36–64

Attribution commentary

Days 56–86

Evaluation and handover

Days 70–100

Day 0

Log

D03Baseline signed by the COO: 11 days per client report, 6.2 FTE on drafting

D14Audit closed. Three workflows, fortnightly releases

D30Platform live in the manager’s own Azure tenant

D42Guideline checks live · 420 rules tested before every trade

D64Client reports live · every figure tied to the books

D86Commentary live · each claim checked against attribution

D100Evaluation suites handed over · report turnaround measured at 3 days

Days per client report

11 days

Against the baseline signed on day 3

Hours back / qtr

Live

0 of 3

Quarter checklist · Q3

Pre-trade guideline checksPlanned

Client report draftingPlanned

Attribution commentaryPlanned

Every figure comes from the platform’s own logs, reconciled to the books each month.

Traceability

Click any figure.
See where it came from.

Every number and claim in a client report carries its lineage: the source in the books or the order system, the attribution it was matched to, the guideline it was checked against and the person who signed it off. Your compliance team and your clients follow the same trail.

Client report — Global Equity Fund · Q3 2026

Mandate GE-07Quarter to 30 Sep

Auto-playing · click any figure

Lineage

Fund return, Q3+3.4%

SourceDaily NAV series from the fund accountantNAV file GE-NAV-Q3 · 64 days

Matched toTime-weighted return, net of feesPerformance engine · run P-0930

CheckAgrees to the published NAV for every day in the quarterRule PF-01 · passed

ReviewedPerformance analyst3 Oct 2026 · 09:12

Traced · 4 of 4 checksSame trail in the consultant’s review

Illustrative client report for one mandate. Names, references and figures are examples.

04 / Across strategies

Built once. Run across every strategy.
Each strategy goes live faster than the last.

A workflow built for one strategy goes into a shared library on the platform. The next strategy installs it, maps it to its own mandates and data, and goes live in weeks.

Illustrative five-strategy programme. Timings depend on each strategy’s mandates and data.

Playbooks

Four workflows,
written up from delivery.

What we measure first, what we build and how each one is checked. Read them before the audit, or bring them to it.

All nine playbooks →

PlaybookMandate GuardrailsInvestment guidelines turned into approved, versioned rules, tested before and after each trade, with every breach and override on record.Read the playbook →PlaybookClient Reporting FlowClient reports built from reconciled books, each figure tied out and each commentary claim checked against attribution before release.Read the playbook →PlaybookResearch IntakeOvernight house-format notes from filings, transcripts and broker research. Every figure and quotation carries a source.Read the playbook →PlaybookInvestor ReportingLetters, statements and DDQ answers drafted from your books, with every figure traced to source before release.Read the playbook →

05 / Value

Capacity you can bridge,
line by line.

Every workflow reports against a baseline your COO signed before the build. The management report carries measured numbers, and the same evidence answers compliance and your clients.

Management report — asset manager · Q3 update

Client reports completed per analyst, per quarter

reports · axis starts at 12.0

14.2 →14.2+0.0%

16

15

14

13

12

14.2

+1.2

+0.5

+0.2

+0.3

16.4

Baseline capacity

before the build

Client reports

11 → 3 days

Guideline checks

before every trade

Commentary

checked on drafting

RFP and DDQ

answers in a day

Capacity

measured at month 6

+2.2 reports per analyst a quarter × 40 analysts≈0more reports a year

Illustrative bridge for one asset manager. Each line is measured against a baseline signed before the build.

Related work

Measured against the week
before we arrived.

Client names are withheld under mandate. Each engagement reports the baseline instrumented at the diagnostic and the figure at the third monthly review.

Asset Management · AI EngineeringPre-trade mandate checks for a multi-asset managerInvestment guidelines lived in PDFs and in the compliance team’s heads. They are now approved, versioned rules, tested before and after every trade.Post-trade breach review2 days → Same dayRules under version control420Overrides without a recordNoneRead the case study →Asset Management · Production AssuranceClient reporting across an institutional bookQuarterly client reports took six people most of a month. Reports are now built from reconciled books, and each commentary claim is checked against attribution before release.Report production18 days → 5 daysReports per quarter640Claims checked against attribution100%Read the case study →

All work →

06 / Engagement

Three ways in.
Each one earns the next.

Engagement 012 weeks · fixed fee

The operations audit

We walk every document-heavy workflow across up to six strategies, read the systems and mandates and interview the team. You get a ranked, costed plan for each strategy and one for the platform.

Covers

Up to six strategies

Access

Read-only

Output

Ranked, costed plan

Book an audit

Engagement 02100 days · per workflow

The first build

A senior squad ships the top-ranked workflows onto a production platform in your own cloud. Each one reports against a baseline your COO signed.

Runs in

Your cloud

Releases

Fortnightly

Measured

Against baseline

Book a call

Engagement 03Ongoing · per strategy

The platform rollout

What worked for the first strategy is installed for the next, mapped to its mandates and data, with an evaluation suite and a named owner for each. The evidence is ready when the client or consultant asks for it.

Reuses

Platform and library

Owner

Named per strategy

At audit

Evidence on file

Book a call

3264.ai

Put every claim on record.

Book an operations audit

Guideline checks, client reporting and research workflows rebuilt on one production platform, with every claim sourced.

32 → 64

Every mandate checked.Every claim sourced.

Every client report is a project.Very little of it is reusable.

In two weeks, we walk every document-heavy workflow and rank where automation returns the most time and removes the most risk.

Start with a two-week operations audit.

The first hundred days,as a build log.

Click any figure.See where it came from.

Built once. Run across every strategy.Each strategy goes live faster than the last.

Four workflows,written up from delivery.

Capacity you can bridge,line by line.

Measured against the weekbefore we arrived.

Three ways in.Each one earns the next.

Put every claim on record.

Every mandate checked.
Every claim sourced.

Every client report is a project.
Very little of it is reusable.

The first hundred days,
as a build log.

Click any figure.
See where it came from.

Built once. Run across every strategy.
Each strategy goes live faster than the last.

Four workflows,
written up from delivery.

Capacity you can bridge,
line by line.

Measured against the week
before we arrived.

Three ways in.
Each one earns the next.