How an Intelligent Automation Management Platform Can Revolutionize Asset & Investment Services for Asset Managers


An intelligent automation management platform can transform asset and investment services for asset managers by streamlining processes and increasing efficiency. Such platforms use advanced algorithms and AI-ML techniques to automate repetitive tasks, such as data entry and analysis, allowing asset managers to focus on more strategic and high-value tasks.

Can an automated management platform be a wise decision?

The addition of a new strategic capacity through automation provides an alluring complementary reaction to more conventional levers. As resources and capacity are freed up to start strategic programs, it may assist businesses in swiftly increasing operational efficiency and generating a positive return on investment. Leading wealth managers, asset managers, and asset servicers are benefiting from a variety of factors, including not only cost savings but also capacity development, risk reduction, a better client experience, and increased staff engagement.

Consequently, an automated management platform can be a wise decision for any business that seeks to improve its efficiency and develop its capacity while also reducing risk and providing better services to customers

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Another crucial aspect of intelligent automation is that all these different automation technologies serve as catalysts for standardization. Automation with intelligence is a broad idea. In order to achieve the desired organizational goals, entails intelligently automating end-to-end processes using the right combination of automation technologies, such as robotic process automation (RPA), digital forms, optical character recognition (OCR), intelligent character recognition (ICR), business process management (BPM), and workflow. This combination of technologies will ultimately allow companies to unlock their potential and quickly adjust to changing customer needs.

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    Let’s now explore the advantages an automated management platform can provide.

    One key benefit of using an intelligent automation management platform is the ability to process large amounts of data quickly and accurately. For example, these platforms can analyze financial data and identify patterns and trends that may indicate potential investment opportunities. They can also perform real-time monitoring of investments, alerting managers to any changes or potential risks. As a result, managers are able to make quicker and more knowledgeable judgments, which may eventually result in greater returns for their customers.

    Another benefit of these platforms is the ability to automate repetitive and time-consuming tasks. For example, data entry and analysis can be performed by the platform, freeing up managers to focus on more strategic tasks such as portfolio management and client communication. Additionally, these platforms can also automate compliance and regulatory reporting, reducing the risk of errors and ensuring that managers are able to meet their legal and regulatory obligations.

    An intelligent automation management platform can also improve the accuracy of risk management and portfolio optimization. These platforms use advanced algorithms and AI-ML techniques to identify potential risks and opportunities and can provide insights on how to best manage these risks. Additionally, these platforms can also perform real-time monitoring of investments, alerting managers to any changes or potential risks, which can ultimately lead to better returns for their clients.

    In addition to these benefits, intelligent automation management platforms can also improve collaboration and communication among asset managers. By providing a centralized platform for data and analysis, managers can easily share information and collaborate on investment decisions. This can lead to more effective decision-making and ultimately better client returns.

    While intelligent automation management platforms can provide a wide range of benefits for asset managers, it is important to note that they are not a replacement for human expertise. Rather, they are designed to augment the skills and abilities of asset managers, allowing them to work more efficiently and effectively.

    Find out how Genesis, a cutting-edge asset and investment management platform, can provide you with a competitive edge

    Genesis is a comprehensive front, middle, and back-office asset management software solution for fund accounting, portfolio accounting, and wealth management. Both a cloud-based and an enterprise solution are offered. Orders powered by pre-trade rules can be managed by Genesis for both internal and external compliance. The system has extensive configuration options and a chart of accounts that allow users to build custom GLs. It’s a scalable and highly configurable solution.

    For resource-intensive tasks, such as month-end reporting for portfolio managers and asset managers, the cloud version is supported by on-demand scalability. The application is capable of supporting multiple asset classes like equity, bonds, futures, options, swaps, and FX, including spots, forwards, and NDF.

    Granular accounting and reporting are offered by Genesis, allowing various stakeholders to examine helpful portfolio views and NAV. IBOR and ABOR reporting in Genesis add to this. The Genesis solution is very customizable and scalable. Multiple asset classes, including stocks, bonds, futures, options, swaps, and FX, including spots, forwards, and NDF, can be supported by it. For resource-intensive tasks, such as month-end reporting for portfolio managers and asset managers, the cloud version is supported by on-demand scalability. Granular accounting and reporting are used to support the application, allowing various stakeholders to examine valuable portfolio views and NAV.

    Genesis – Asset & Investment management platforms offer a variety of services, including:

    • Portfolio management and investment decision automation may both save time and lessen the chance of human error.
    • Advanced analytics and reporting capabilities, may give investors insightful information about the performance and risk exposures of their portfolios.
    • Portfolio holdings diversification, can help lower risk and increase profits over time.
    • Customized portfolio construction that is specifically suited to each asset manager allows them to customize the platform as per their needs.
    • It is accessible to a wide range of investors because it is cost-effective and has low minimum investment requirements.
    • 24/7 access to the account and portfolio information, enables asset managers to stay informed and make real-time choices.

    In conclusion, an intelligent automation management platform can revolutionize asset and investment services for asset managers by streamlining processes, increasing efficiency, and providing a powerful tool for data analysis and decision-making. These platforms can help managers better identify potential investment opportunities, manage risks, and improve returns for their clients. As the industry continues to evolve, it is likely that these platforms will become increasingly important for asset managers looking to stay competitive and provide the best possible service to their clients.