Asset Management Technology Consulting Services

DataArt delivers strategic asset management technology consulting services tailored to the needs of financial institutions and asset management investment firms. We combine AI-driven tools with deep industry knowledge to improve analytics, boost portfolio performance, streamline compliance, and support smarter risk and growth strategies.

Your Strategic Trusted Partner in Asset Management

Driving Innovation Across the Asset Management Lifecycle

DataArt enables asset managers to harness AI-driven insights, automate investment strategies, and optimize portfolio management, fuelling innovation and sharpening their competitive edge.

Simplifying Complex Investment Processes

Our tailored asset management solutions integrate real-time market data, portfolio analytics, and advanced risk modelling—streamlining operations and enabling smarter, faster decisions.

Modernizing Legacy Systems

Say goodbye to outdated infrastructure. DataArt reengineers outdated asset management systems into agile, cloud-native platforms with advanced data governance, improving scalability, security, and compliance readiness.

Maximizing Operational Performance

We eliminate inefficiencies, simplify regulatory complexities, and address cost bottlenecks, enabling asset managers to streamline workflows, reduce overheads, and enhance ROI.

Delivering Actionable Investment Intelligence

Our asset management solutions equip users with advanced analytics, real-time reporting, and interactive dashboards to support data-driven decision-making.

Partnering with Asset Management Firms Across the Industry

Hedge Funds

Equity/fixed income/listed derivatives
Reference & market data feeds
Trade capture
PnL
Reconciliations
Manager and investor reporting

Traditional Asset Managers

ETFs, Mutual funds
Distribution management
Advisor and retail investor reporting
Personalization and ESG
Software and data stack modernization programs

Alternative Asset Managers

Private equity, private credit, real-estate, fund-of-funds, crypto
Unstructured document processing
Portfolio data warehouse and data lakes with self-service BI
Investment research and portfolio company due diligence
Vendor product integration and connected application ecosystems (Broadridge, Geneva, Markit)

Choose DataArt as your trusted partner for progress.
We offer scalable, cost-effective solutions tailored specifically to meet the unique needs of asset management companies.

What We Do

Explore Services

Data & Analytics

Improve operational efficiency, enhance customer experience, and launch new business models with data & analytics solutions.

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AI/ML Innovation

Experiment fast, gain competitive advantage, and deliver tangible business value with AI/ML development services.

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Cloud Transformation

Future-proof your infrastructure, reduce costs, and increase business agility with cloud migration, optimization, and FinOps.

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Custom Software Engineering

Design, develop, and optimize custom software, from solution architecture to core engineering to product evolution and support.

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How We Bring Asset Management Software to Life

Systematic Data Management

At DataArt, we treat data as a key business asset. Our services empower clients to put their data to work, offering a range of benefits and solutions.

Our Solutions

Data ingestion and integration, including ETL processes
Modernizing data pipelines, transitioning from batch processing to real-time
Data warehousing, cloud migration, and scalable hybrid data storage systems
Data clustering, pattern detection, and statistical analysis
Implementing data governance, ensuring data quality, master data management, and metadata management

Cloud Optimization

In the era of cloud computing, we help our clients seamlessly transition their management, transactions, and customer due diligence processes to the cloud.

Our Solutions

Modern cloud data platforms for streamlined operations
Data warehousing, data lakes, and data lakehouses for efficient data storage and management
Data integration, engineering, modeling, ETL/ELT, and data pipelines for seamless data flow
Data solution migration for a smooth transition to the cloud
Analytics implementation, real-time analytics, and advanced analytics for actionable insights
Integration with leading cloud platforms like AWS, Azure, GCP, Snowflake, and more

Data Visualization & Self-Service BI

Data visualization plays a crucial role in providing a clear and efficient representation of data, enabling asset managers to analyze complex datasets and attract new clients through compelling statistical presentations.

Our Solutions

Reporting platforms with enhanced tools for enterprise-level reporting and business intelligence
Rich dashboard functionality for customizable reports tailored to end-users needs
Built-in data aggregation frameworks and manipulation capabilities
Custom dashboards offering improved data analytics and data-driven applications
Open source or fully customized visualization options with an enhanced look and feel
Interactive data visualization and analysis for engaging exploration
Self-service and embedded BI using popular toolkits like Tableau, Power BI, Qlik, Looker, and QuickSight
Low-code or fully custom-rich data-driven web applications
Data delivery APIs, data exchanges, and data marketplaces for seamless data access and exchange

Artificial Intelligence & Machine Learning

Artificial Intelligence (AI) and Machine Learning (ML) empower asset managers by augmenting human capabilities and extending their reach. ML enables companies to uncover valuable insights in data, prevent fraud, assist investors in trading, and more.

Our Solutions

Natural language processing for advanced text, speech, and cognitive analytics
Predictive and recommendation systems for automating decision-making, event forecasting, probabilistic analysis, and user personalization
Computer vision for visual classification of objects, such as tables in documents, image recognition, and video processing
Data science for data clustering, pattern detection, statistical analysis, and data visualization
Virtual assistants for answering frequently asked questions, automating repetitive tasks, and providing innovative access points to services offered by brands and businesses

Solutions for Every Department

DataArt helps asset managers improve efficiency and drive growth across every operational layers, from front office fund raising and trading to back-office accounting and reconciliation. With deep expertise in asset management technology consulting, we design and build asset management software that supports critical functions while enabling strategic transformation. Explore our solutions mapped to the key areas shaping today’s investment ecosystem.

Portfolio Optimization and Analytics

Asset managers require real-time insights, flexible reporting, and risk management tools that can scale with evolving strategies. We create asset management software solutions for portfolio management and optimization that combine analytics, automation, and intuitive interfaces to empower your investment teams.

Custom portfolio management platforms for real-time P&L tracking and attribution
Investor and manager reporting tools with in-depth portfolio insights and benchmarking features
Investment research and due diligence applications tailored to strategy-specific workflows

With deep expertise in asset management technology consulting, we help firms build smarter, more adaptive portfolio environments.

Risk and Compliance Management

As regulations grow more complex, firms need integrated systems that manage risk exposure, ensure compliance, and support audit readiness. We combine technology and asset management consulting to embed control, oversight, and transparency throughout the investment lifecycle.

Compliance monitoring solutions aligned with MiFID II, SEC, and global standards
Risk validation tools that proactively flag discrepancies and support exception-based workflows
Automated reconciliations to detect mismatches across systems
Data lineage and audit trails to meet both internal and external regulatory demands

Our approach ensures your firm remains agile, compliant, and fully accountable, as markets evolve.

Digital Transformation and Technology Integration

Technology is the backbone of operational efficiency. DataArt delivers tailored solutions to modernize your digital infrastructure, integrate legacy platforms, and enable new business models - all underpinned by scalable asset management software.

Unified data management strategies to centralize and normalize critical datasets
Application modernization services to replace or extend aging systems
Digital portals to enhance investor, advisor, and internal user experiences
Cloud migration strategies that reduce costs and improve performance
Embedded AI/ML to automate research, streamline investment operations, and scale portfolio intelligence

With a strong foundation in asset management technology consulting, we align digital investments to strategic outcomes.

Our Clients

GraceKennedy Financial Group

The Entrust Group

Testimonials

DataArt has done a great job! Their high level of engagement, ownership, and commitment to digital excellence was key to delivering a user-friendly digital application that generated results above our expectations and keeps delighting its users.

Markus Staas

Head of Digital Product Management at Invesco EMEA

We need a technology partner who brings the requisite industry experience and technology expertise to help us achieve this. DataArt’s extensive domain knowledge, tested team and proven ability to deliver in tight timelines made them the ideal partner for Coller.

Howard Lask

CTO, Coller Capital

Our decision to work with DataArt was based on their understanding of our sector, depth of technical capabilities, and real drive for creating a true partnership model.

Neil Patel

IT director, Apax Partners

Webinars

Our Team

Our Partners

CFA Institute

Pega

Insights

Frequently Asked Questions about Asset Management Technology Consulting

What is asset management technology consulting, and how does DataArt support it?

Asset management technology consulting involves providing expert advice and technology solutions to optimize the management of assets, ensuring efficiency, compliance, and profitability. DataArt offers specialized consulting services tailored to the asset management industry, helping firms harness actionable insights, enhance investment strategies, and surpass competitive benchmarks.

What types of asset management software does DataArt develop?

DataArt develops a range of asset management software solutions, including:

Portfolio and Investment Analytics: Tools for asset allocation, alternative data analysis, quantitative analysis, and benchmarking.
Risk Management Systems: Solutions for market and credit risk assessment, operational risk analysis, and predictive modeling.
Investor Relationship Management: Platforms for personalized communications, sentiment analysis, and client segmentation.

These solutions are part of DataArt's commitment to delivering comprehensive data and analytics technology services for the asset management sector.

How does DataArt's consulting improve asset management operations?

DataArt's consulting services enhance asset management operations by:

Implementing modern data platforms for efficient data handling.
Providing AI-driven process automation to streamline workflows.
Enhancing regulatory and investor reporting through accurate and automated systems.

These improvements lead to better decision-making, increased efficiency, and a competitive edge in the market.

What are the benefits of using DataArt's assets management software?

Benefits include:

Enhanced Data Management: Efficient handling of complex data analytics and reporting.
Improved Risk Assessment: Advanced tools for identifying and mitigating risks.
Regulatory Compliance: Systems designed to meet regulatory requirements and facilitate investor reporting.
Operational Efficiency: Automation and streamlined processes reduce manual workload and errors.

These advantages contribute to more effective asset management and strategic decision-making.

How does DataArt ensure the scalability and flexibility of its asset management solutions?

DataArt leverages modern technologies such as data-meshes and data lakehouses to create scalable and flexible solutions. These technologies support advanced analytical tasks, AI/ML integration, and real-time data processing, ensuring that the asset management systems can adapt to evolving business needs and data complexities

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Asset Management Technology Consulting Services

Your Strategic Trusted Partner in Asset Management

Driving Innovation Across the Asset Management Lifecycle

Simplifying Complex Investment Processes

Modernizing Legacy Systems

Maximizing Operational Performance

Delivering Actionable Investment Intelligence

Partnering with Asset Management Firms Across the Industry

Hedge Funds

Traditional Asset Managers

Alternative Asset Managers

What We Do

Data & Analytics

AI/ML Innovation

Cloud Transformation

Custom Software Engineering

How We Bring Asset Management Software to Life

Systematic Data Management

Cloud Optimization

Data Visualization & Self-Service BI

Artificial Intelligence & Machine Learning

Solutions for Every Department

Portfolio Optimization and Analytics

Risk and Compliance Management

Digital Transformation and Technology Integration

Our Clients

Client Success Stories

Building Basecamp, Invesco’s Game-Changing Model Portfolio Service Application for Financial Advisors

System Modernization of CIFC Asset Management: Leveraging Azure-Native Capabilities

Global Credit Platform

CMS Migration from Drupal to AEM

Fund Administration Services Platform

Automated Data Analytics for a Large Insurance and Asset Management Provider

Application Suite for a Large Hedge Fund

MDM/RDM System for a Private Equity Firm

Data Intake and Analytical Platform

Data Warehouse Re-Engineering

Testimonials

Listen to Our New Podcast!

Webinars

Overloaded with Data? Learn to Future-Proof Your Data Strategy

Beyond the Hype: Is Generative AI Actually Ready for Finance?

Cloud Journey for Financial Institutions: Building a Secure and Scalable Environment with Azure

Building, Managing and Delivering Data Science and MLOps at Scale

Our Team

Our Partners

Insights

The Intersection of AI and Asset Management: Transforming Data into Insights

AI-Ready Data Foundations in Asset Management: From Strategy to Action

Data Governance in Asset Management: Best Practices for Modernization

How Snowflake Is Powering Real-Time, AI-Ready Asset Management

Unlocking Asset Management's Future: The Impact of ESG Data & Infrastructure

Modern Data Infrastructure and Personalization in Asset Management

Enhancing Internal Tech Talent Through Strategic Co-Development in Financial Services

Asset Managers: Strategic Tech Partnerships Break Data Barriers & Drive Competitive Edge

Overloaded with Data? Learn to Future-Proof Your Data Strategy: Key Takeaways from Our Webinar

Overloaded with Data? Learn to Future-Proof Your Data Strategy

Overloaded with Data? Learn to Future-Proof Your Data Strategy

Modern Data Catalogs and Semantic Layers

The Data Explosion in Asset Management: Why Modernization is Essential

Get Your Guide to Modern Data Platforms

Modern Data Platforms and Asset Management Data: Trends Shaping the Future

Climate Risk and Returns: Shaping a Sustainable, Profitable Future

What Is ESG Investing and Why Does It Matter?

The Promise of DealCloud for Private Equity and Asset Management

Asset and Wealth Management Trends to Unfold in 2021

How Robotic Process Automation Is Transforming Financial Services

Data Intake and Analytical Platform

Data Warehouse Re-Engineering

Data & Portfolio Analytics

MDM/RDM System for a Private Equity Firm

Frequently Asked Questions about Asset Management Technology Consulting

What is asset management technology consulting, and how does DataArt support it?

What types of asset management software does DataArt develop?

How does DataArt's consulting improve asset management operations?

What are the benefits of using DataArt's assets management software?

How does DataArt ensure the scalability and flexibility of its asset management solutions?