Investment Platforms & Operating Models
Investment platforms, portfolio systems, workflow and investment operations.
Asset & Wealth Management
Adviser, Client & Investor Channels
Advisers and clients experience the platform as one service. The systems behind it should behave that way.
Overview
Advisers and clients see one service: an account opened, money invested, fees charged, a report received. Behind it sit separate adviser, portfolio, custody, fee and reporting systems, and the gaps between them show up as rework in operations, delays in onboarding, and revenue leakage in the fee engine.
We integrate the workflows from adviser to custody, rebuild the fee, fund and ledger operating models behind the channel, and redesign onboarding, servicing and reporting so the client's experience matches what the systems actually do. Delivered work includes a private-wealth revenue operating model rebuilt on Iress and migrated into live operation.
We work with platform, distribution and operations executives at wealth managers, private banks and wrap platform operators. Engagements run from fixing a single workflow — onboarding, transfers, fee processing — to rebuilding the channel end to end, including migrating a book of clients between platforms.
What we do
We connect the workflows that make the channel feel like one service: adviser instruction to portfolio action, custody movement, fee calculation and client report. Work spans wrap and adviser estates, including Iress, with each handoff owned and each exception surfaced the day it occurs.
Account opening, transfers in, and movements between products are where clients form their first judgement of the service. We redesign these processes end to end — documents, checks, funding, first investment — and measure time-to-active so improvement is visible in the numbers.
Fee calculation, rebates and the ledger behind them decide whether the platform's revenue is complete and explainable. We rebuild fee and revenue operating models and migrate them into live operation; delivered work includes a private-wealth revenue model rebuilt on Iress.
Statements, valuations and performance reports are only as good as the data behind them. We build reporting on one reconciled record of holdings, transactions and fees, so the report a client receives matches the ledger and the custodian without manual correction.
Portals and adviser tools work when the operations behind them are dependable. We design digital channels together with the servicing model that supports them, so what the screen offers — a switch, a withdrawal, a report — happens as promised.
We size and structure the teams behind the channel: volumes measured, work routed to the right level, service standards set and tracked. The service model is designed with the people who run it, and holds after we leave.
What to expect
The first weeks trace the workflows a client actually experiences — onboarding, a transfer, a fee run, a report — through every system and team they touch. That shows where the rework, delays and leakage sit, and produces a sequenced plan. Delivery then runs workflow by workflow, with changes reconciled and proven in live operation before the next begins. A Capmark partner stays accountable throughout.
01
Assess
Establish the current state, the constraints, the risks and the value at stake.
02
Define
Shape the target model and the business case with the executives who own the outcome.
03
Mobilise
Stand up the team, the plan and the governance around the outcome.
04
Implement
Design, build and test the change, with the business alongside.
05
Sustain
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Insights
Related thinking.
Get in touch
Talk to a Partner about Adviser, Client & Investor Channels.
Tell us what needs to change and where the pressure or risk is showing.