Get ahead of competitors and deliver superior value and customer experiences with Adaptix Solutions’s AI, GenAI and automation technology solutions. Our asset management services help asset managers, financial advisors and investment firms worldwide secure a better future for themselves and their customers.
At Adaptix Solutions, we combine 40+ years of industry experience, technical expertise and a vast partner network to deliver effective solutions to unique challenges. Our change, modernization and run services help asset management financial services players prosper even in the most challenging environments.
Let our technology solutions transform your company for maximum efficiency — and drive sustainable asset growth for your customers.
Research and investor relations
Gain a 360-degree view of every customer and enable your financial advisor or asset manager team to deliver truly personalized experiences. We can help you break data silos and unify fragmented data in a single source of truth, capitalize on AI-powered customer insights and transform digital experiences with personalization at scale.
Investment portfolio management
Say goodbye to time-consuming, labor-intensive investment management processes with advanced automation and data analytics. We’ll help you migrate to a cloud-native, future-proof investment management system, reduce complexity and replace legacy systems with bespoke solutions to modernize your technology estate.
Trading and middle office
Enable your asset manager team to give their 100% with streamlined compliance checks, client reporting and advanced data insights. We can extend your OMS and EMS system capabilities with bespoke solutions, implement data visualization and advanced analytics tools and execute vendor solutions for non-essential functions to reduce costs.
Back office and fund administration
Capitalize on your in-house data, improve scalability, ensure business continuity and automate tedious processes. We can help you ramp up data visualization and analytics capabilities to generate competitive insights and adopt cloud-native solutions to futureproof the technology estate. We can also simplify your software stack with estate rationalization.
As a trusted integration and managed services partner, Adaptix Solutions helps asset management companies and financial advisors adopt leading end-to-end trading and risk platforms. We’re a long-time partner for multiple market leaders, such as Murex and Calypso.
Minimize your technology estate’s TCO, improve ROI and ramp up innovative capabilities with front-to-back treasury and trading solutions. As a recognized expert in Coremont and Finastra implementation, we’ll ensure your transition is smooth and predictable.
Get one step closer to operational excellence and ensure resilience and compliance with a platform that powers real-time liquidity management and regulatory reporting. We’ll help you select, implement, and manage the solution that best meets your needs.
Understand your asset management clients better than ever with our client lifecycle management (CLM) solutions. We’ll help you select, implement and integrate the CLM and KYC solution that aligns with your enterprise-wide strategy. Adaptix Solutions is a platinum Fenergo partner.
Leverage our decades-long domain experience and innovation acumen to ensure your asset management company is on the right track to technological supremacy. We’ll lend you our advanced problem-solving skills and hands-on expertise to tackle the most challenging large-scale assignments.
Asset management companies
Investment management companies
Corporate treasury
Fund management companies
Market infrastructure
News and insights
Asset management services can help your organization:
Whether meant for the asset manager team, financial advisors or compliance managers, asset management solutions can help reduce costs by:
Consider these six factors when looking for your future asset management service vendor:
