Asset Management Consulting for AI Transformation

DataArt delivers asset management consulting for AI transformation, helping firms build AI-enabled, outcome-driven platforms. Trusted by 400+ clients, we combine AI, data, and deep industry expertise to accelerate analytics, enhance portfolio performance, streamline compliance, and enable smarter, faster investment decisions.

Your Strategic Trusted Partner in Asset Management

Modernizing the Data and Technology Foundation

DataArt transforms legacy platforms into scalable, cloud-native ecosystems with built-in governance, enabling AI-ready data, stronger security, and continuous adaptability.

Simplifying Complex Investment Operations

Our solutions unify real-time data, portfolio analytics, and risk modeling into streamlined workflows, reducing complexity and enabling faster, more confident decision-making.

Delivering AI-Driven Investment Intelligence

We enable advanced analytics, real-time insights, and AI-powered decision support, helping teams move from fragmented data to actionable, outcome-focused intelligence.

Accelerating Innovation Across the Investment Lifecycle

DataArt helps asset managers move from isolated initiatives to scalable AI-enabled capabilities, automating processes, enhancing strategies, and achieving measurable performance gains at each stage.

Driving Measurable Business Outcomes

We tie every engagement to clear KPIs: cost reduction, faster execution, lower operational risk, so outcomes are visible, not assumed. Eliminating inefficiencies and cutting costs isn’t a byproduct; it's the target.

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 deliver scalable, AI-enabled solutions built for asset managers, from data foundation to portfolio intelligence, with measurable outcomes at every stage.

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

Artificial Intelligence & Machine Learning

Artificial Intelligence (AI) and Machine Learning (ML) empower asset managers by embedding intelligence into real investment and operational workflows, augmenting human capabilities and improving decision-making. Artisyn is DataArt’s AI-enabled operating model, combining reusable foundations, governed accelerators, and intelligent agents to operationalize AI across investment workflows.

Our Solutions

AI agents embedded into investment and operational workflows
Data science for data clustering, pattern detection, statistical analysis, and data visualization
Reusable AI pipelines with governance, monitoring, and human-in-the-loop controls
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

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

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.

AI Transformation and Technology Integration

Technology is no longer just the backbone of efficiency - it's the engine of continuous, outcome-driven transformation. DataArt helps asset managers evolve from fragmented systems to AI-enabled, adaptive platforms that accelerate decision-making and generate measurable business value.

AI-ready data foundations to unify, govern, and activate critical datasets
Modernization of legacy platforms into flexible, cloud-native ecosystems
Digital experience layers for investors, advisors, and internal teams
Cloud architectures that optimize performance, scalability, and cost efficiency
Embedded AI and intelligent automation to streamline research, operations, and portfolio insights
AI-ready governance and DLC foundations to support citizen development, AI-assisted coding, and app generation workflows across the firm.

With deep expertise in asset management technology and AI delivery frameworks, we align digital transformation with clear business outcomes, enabling faster execution, greater flexibility, and sustained competitive advantage.

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 consulting for AI transformation, and how does DataArt support it?

Asset management consulting for AI transformation focuses on helping firms move from fragmented legacy systems to AI-enabled, outcome-driven platforms. It combines data strategy, technology modernization, and intelligent automation to improve investment performance and operational efficiency.

DataArt supports this by combining deep asset management expertise with AI delivery frameworks — to activate data, scale AI use cases, and deliver measurable business outcomes across the investment lifecycle.

What types of asset management solutions does DataArt deliver?

DataArt delivers a range of AI-enabled asset management solutions, including:

Investment and Portfolio Intelligence: Advanced analytics, alternative data integration, and AI-driven insights
Risk and Performance Management: Real-time risk monitoring, predictive modeling, and scenario analysis
Investor and Distribution Platforms: Digital experiences, personalization, and client intelligence

These solutions are built on scalable data foundations and modern architectures to support continuous innovation and AI adoption.

How does DataArt improve asset management operations through AI and technology consulting?

DataArt improves asset management operations by:

Building AI-ready data platforms to unify and govern investment data
Embedding AI and automation to streamline research, trading, and reporting workflows
Modernizing systems to support real-time analytics and decision-making

This enables faster execution, reduced operational complexity, and more consistent, outcome-driven performance.

What are the benefits of AI-driven asset management solutions?

Benefits include:

AI-Ready Data Foundations: Centralized, governed data that supports advanced analytics and AI use cases
Improved Decision Intelligence: Real-time insights and predictive models for better investment decisions
Operational Efficiency: Automation reduces manual processes and accelerates workflows
Regulatory and Risk Control: Built-in governance, transparency, and compliance capabilities

These capabilities help asset managers move from manual reporting cycles to real-time, model-driven decision support.

How does DataArt ensure scalability and flexibility in asset management platforms?

DataArt designs asset management platforms using cloud-native architectures, data lakehouses, and modular AI frameworks. This approach enables firms to scale data, integrate new AI capabilities, and adapt quickly to changing market and regulatory requirements.

By separating reusable data foundations from differentiating business logic, we ensure systems remain flexible, future-ready, and aligned to long-term transformation goals.

How does DataArt help asset management firms prepare for AI-assisted development and citizen-led app generation?

As AI blurs the line between business and technology, firms increasingly need standards, governance, and DLC foundations to enable non-IT teams to build and deploy applications safely. DataArt helps asset managers build that foundation, from AI-ready data governance to firm-wide standards for code generation, so speed doesn't come at the cost of control.

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Asset Management Consulting for AI Transformation

Your Strategic Trusted Partner in Asset Management

Modernizing the Data and Technology Foundation

Simplifying Complex Investment Operations

Delivering AI-Driven Investment Intelligence

Accelerating Innovation Across the Investment Lifecycle

Driving Measurable Business Outcomes

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

Artificial Intelligence & Machine Learning

Systematic Data Management

Cloud Optimization

Data Visualization & Self-Service BI

Scale AI Transformation Across Asset Management

Solutions for Every Department

Portfolio Optimization and Analytics

Risk and Compliance Management

AI 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 Leading Insurance and Asset Manager

Application Suite for a Large Hedge Fund

Data Management Solution for a Private Equity Firm

Data Intake and Analytical Platform

Data Warehouse Re-Engineering

Testimonials

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

Self-Directed IRA Modernization: The Entrust Group's Experience with DataArt

AI-Ready Data Infrastructure: The Real Blocker to Scaling AI in Asset Management

Stop Buying AI. Start Fixing Data: The AI Readiness Stack for Asset Managers

Scaling AI in Asset Management: From Pilots to Production Pipelines

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

ESG Data Management: How Modern Infrastructure Shapes Asset Management

Modern Data Infrastructure and Personalization in Asset Management

Strategic Financial Co-Development for Tech Talent Upskilling

How Asset Managers Use Data Integration Strategies to Compete

Key Insights on Asset Management Data Strategy: Webinar Takeaways

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

Frequently Asked Questions about Asset Management Technology Consulting

What is asset management consulting for AI transformation, and how does DataArt support it?

What types of asset management solutions does DataArt deliver?

How does DataArt improve asset management operations through AI and technology consulting?

What are the benefits of AI-driven asset management solutions?

How does DataArt ensure scalability and flexibility in asset management platforms?

How does DataArt help asset management firms prepare for AI-assisted development and citizen-led app generation?