Tool Sprawl Risk Audit — Asset Management

Find out how much spreadsheet and SaaS sprawl is costing Asset Management — and where a purpose-built internal tool pays off.

Signs of tool sprawl in Asset Management

Compliance reporting is a recurring fire drill — ADV updates, Form PF, AIFMD, MiFID II transaction reporting, and ESG disclosures each require pulling the same data from the same systems in slightly different shapes, every quarter.
Fee compression has been structural for a decade — passive flows, ETF substitution, and platform consolidation are eating margin, and the operating model built for 75bps doesn't work at 35bps without serious cost surgery.
Investment data lives in 11 systems — Bloomberg/FactSet, the order management system, the portfolio accounting system, the risk engine, the CRM, the ESG vendor, and a handful of Excel models that the PMs actually trust more than any of them.
Research workflows haven't changed materially in 20 years — analysts read transcripts, build models in Excel, write up theses in Word, and the firm captures none of the institutional intellectual property in a reusable form.

Section 1 of 4 · Source of Truth0/8 answered

Source of Truth

Whether your operational data lives in one place or is scattered across tools.

1.Where does your core operational data live?

2.How many tools/spreadsheets hold 'the truth' for one workflow?

Send us the result and the constraint behind it. We’ll scope the diagnostic, sprint, or build that fixes what the score reveals.