Asset Management

Asset profit margins are currently squeezed due to an increasing number of asset management products and the competitors who offer them. A variety of sophisticated pricing strategies are also on the rise, being implemented by financial advisors, many of whom no longer act as brokers, but as fiduciaries. Further, the use of management platforms in negotiations by asset managers reduces profit margins, so that asset managers must find other means to generate significant profits. On another front, asset management is challenged with producing timely, accurate and compliant back office reports through the use of standard technologies and spreadsheets in the current data-driven culture and heightened regulations.

Sea Cliff Consulting offers companies cutting-edge automated solutions for asset management, particularly in the areas of automation, analytics-driven optimization and reporting – the right report to the right person at the right time. Specifically, for our clients needing assistance in investment research and reporting, we help to implement automated performance reporting and investment due diligence processes, along with portfolio optimization modeling. For our clients needing sales channel and back office solutions, we assist with record management, automating sales commissions and analyzing payments, settlements and clearing aggregation. Finally, for our clients addressing distributions and settlements, Sea Cliff offers trade flow analytics, front running advanced analytics, fraud detection, and customer retention analysis.