Investment platforms

EY teams use their extensive experience in technology transformation to help wealth and asset management firms drive business value through their investment platforms. We can help you at every stage of the process, from choosing the right platform for your needs, through installation, configuration and testing, to change management and ongoing maintenance and troubleshooting.

Why EY investment platforms?

  • Our approach to every client challenge is business-led and tech-enabled. We are driven by the client’s business agenda, and every engagement is the product of close collaboration across strategy, digital transformation and operations.
  • We are highly experienced in wealth and asset management, and constantly evolving with the industry. As technology advances, we are increasingly using robotic process automation (RPA) and artificial intelligence to enhance platforms for clients.
  • We are independent and objective and establish collaborative relationships with a broad ecosystem of providers.

Five key capabilities that investment platforms can support

We create, curate and take to market offerings across front-, middle- and back-office capabilities encompassing investment products, process, research, reporting and experience.

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