This case study explains how a large, complex fund allocator implemented ACA's NorthPoint IMS to address challenges managing their fund investments due to operational inefficiencies and decentralized workflows and data.
This case study details how a global asset management firm with more than $100 billion in assets under management (AUM) across multiple geographic regions implemented ACA's ComplianceAlpha Marketing Review Solution (MRS) to streamline marketing reviews and meet regulatory requirements.
This case study explains how a growing fixed income asset management firm implemented ACA's NorthPoint IMS to address business challenges due to a lack of integrated portfolio compliance and straight through processing in their trading workflow.
This case study details how a large OCIO management firm and a large managed account platform firm, each with a large number of clients that invests in hedge funds through separately managed accounts (SMA), implemented ACA's NorthPoint Data Management Solutions Data Warehouse and Security Master modules to address the need for drill-through transparency into the constiutent investments of these funds.
This case study explains how ACA's NorthPoint Platform helped a growing investment management firm with approximately $19 billion in assets under management solve business challenges related to managing mulitple disparate software systems and home-grown applications, as well as manual operational processes.
This case study explains how an investment adviser with approximately $25 billion AUM representing multiple client types and distribution channels implemented ACA's ComplianceAlpha® to address challenges with their marketing review processes.
This case study details how dual-entity private equity and hedge fund manager with approximately $1 billion AUM implemented ACA's ComplianceAlpha® to build a universal risk assessment and compliance program testing regime under time and resource constraints.
This case study details how a growing investment advisory and financial planning firm managing over $1.5 billion in client assets implemented ACA's ComplianceAlpha® Compliance Management Platform (CMP) and Marketing Review Solution (MRS) modules to enhance the firm's compliance and marketing review program infrastructure.
As a result of recent acquisitions and consolidations, a rapidly growing, publicly traded $12B Investment Manager was struggling to produce consolidated risk and performance reports in a timely manner.