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Asset & Wealth Management

Asset & wealth managers · fund administrators · GIPS verification firms · asset servicers

Businesses whose product is rigor. IMAs and side letters parsed by the most senior person in the room. Composites assembled by hand. Client reporting that consumes the week before every quarter-end. Where senior expertise is the whole cost structure, a governed system that does the reading first isn’t a nice-to-have. It’s the junior tier you never hired.

■ Where senior hours go

The most expensive reader in the room.

IMAs and side letters read by partnersRestrictions and exceptions live in prose, and in the memory of whoever read them last.

Composites and client reports by handSenior time spent assembling, checking, and re-checking what a governed pipeline should produce.

Every engagement starts with data chasingClient data arrives in whatever format the client uses; normalizing it eats billable capacity.

DDQs now carry an AI sectionInstitutional clients ask what your AI does and who checked it, before they allocate.

■ What the leaders are doing

BlackRock put AI in front of Morgan Stanley’s advisors. EY put agents under audit standards.

The old way

IMAs and side letters read by the most senior person in the room.

Composites and client reports assembled and checked by hand.

Client data normalized manually, engagement by engagement.

The DDQ’s AI section answered with silence.

The new way

Restrictions and exceptions extracted into checkable data.

Reporting produced by pipeline, reviewed by people, every output signed.

Any-format onboarding normalizes data on arrival.

A written AI program the next questionnaire can cite.

BlackRock’s Aladdin Wealth now generates AI portfolio commentary inside Morgan Stanley’s advisor platform, client-facing language, produced by machine, reviewed by people, at wirehouse scale.

And in April 2026, EY rolled out agentic AI across its 130,000-person assurance practice. If agents can operate under professional audit standards, they can operate under reporting and verification standards. The precedent question is settled. And adoption at scale is documented: Morgan Stanley reports 98% of advisor teams using its AI assistant daily. Their results, not ours; the point is that this is now how the leaders operate.

At your size, the same edge looks like this. For managers, administrators, and verification firms, the near wins are narrower and closer: IMAs and side letters extracted into checkable restrictions, composites and client reporting produced by pipeline with human review, client data normalized on arrival in any format. Senior-expert cost structures make each one pay back fast: the machine does the first read, your experts do the judgment, and every conclusion still carries a person’s name.

The briefingMap the senior hoursNinety minutes: where partner and senior-manager time actually goes, and which document type eats the most of it.
Weeks 2–8The sprintOne document type, usually IMAs or reporting inputs, through extraction with benchmarked accuracy.
The programAnswers for the DDQAI governance and documentation written for institutional review, so the next client questionnaire has answers instead of silence.

The junior tier you never hired, installed one document type at a time

■ What we build

The junior tier you never hired.

01IMA and side-letter extraction: restrictions, exceptions, and obligations as structured, checkable data
02Reporting automation: composites and client reports produced by pipeline, reviewed by people
03“Any format in” onboarding: client data normalized on arrival instead of by hand
04Reconciliation controls that prove automated numbers tie to the old process
05An AI program your DDQs can cite: governance and documentation written for institutional review

Where to startThe Executive Briefing to map where senior hours actually go, then a Document-to-Decision Sprint on the document type that eats the most of them, usually IMAs or client reporting inputs.

■ Proof

Related work.

Where most firms start

Document-to-Decision Systems

99.9% digitization accuracy, 50M+ pages →Engagements

How we engage: fixed scope, guaranteed

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