EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.
At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.
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.
Use our deep technology experience to enable our clients to address emerging investment product trends.
Enable product campaigns by creating custom solutions and pursuing platform alliances.
Assist clients in front-office transformations, leveraging our leading experience in the space.
Help with middle- and back-office processes as well.
Leverage our data, tax and accounting competencies to assist clients in investment reporting transformations.
Build joint go-to-market solutions with existing platform partners.
Build alliances with platform providers that provide point solutions in this space.
Focus on portfolio construction (including risk analytics, factor analytics, behavioral biases, next best action and ESG scoring).
Help our clients differentiate their investment philosophies.
Enable streamlining of client servicing, using our competencies in business process management and RPA (automated workflows).
Have growing capabilities and qualifications in client experience (e.g., client onboarding, client portals, advisor desktops).