Quick Wins. Scalable Growth. AI-Ready Investment Data. 

The Challenge 

How do you modernise fast, get your data AI-ready, and still keep the lights on? 

For investment managers, data is the foundation for performance and growth. It drives confident decision-making, supports regulatory precision, and now fuels the next wave of transformation: artificial intelligence (AI). 

But here’s the catch:  AI moves fast, and your investment data needs to move faster. 

The firms winning right now aren’t waiting for multi-year transformation programmes to finish. They’re starting small, solving real problems, and building momentum through modular change that delivers quick value. 
 

The Opportunity 

Each quick win - a reconciled feed, an automated report, a validated dataset - is another building block for AI readiness. With governed, trusted data in place, AI proof-of-concepts can become a reality.  

Because the future of investment data isn’t just about managing information - 
it’s about unlocking intelligence. This applies to both people and data insights. As more processes become automated, people are freed up to focus on more value-adding tasks .  

AI-powered investment data will deliver enhanced analytics and insights fast.  However, these will only be beneficial if the original data source is accurate.  

Accuracy, validation, and governance are the new enablers of innovation. 

Stepping Up 

The journey to an AI-ready, scalable data foundation is best navigated with a clear project plan. AlphaCert’s modular approach builds capability step by step, delivering measurable outcomes while moving you toward your long-term strategic vision. 

We work with our customers to surface global best practices and define what good looks like. This helps to validate strategic goals and confirm a practical approach to continuous operational improvements.  

No two firms share the same objectives. Some seek clarity - a single source of truth across IBOR and ABOR. Others pursue intelligence and innovation - embedding AI to transform decision-making and delivery. Many are looking for control - scaling efficiently through internalisation or international expansion. Whatever your path, the enabler is the same: smarter, faster and more connected investment data.  

We start by assessing current state; processes, individuals’ tasks, files, data sources and technology systems. Overlaying AlphaCert’s automation capabilities reveals your future state, aligned with your strategic objectives, while uncovering immediate wins. 

"Understanding your as-is data landscape is the starting point to select which AlphaCert modules fit your use cases. Our modular approach ensures you get up and running fast, addressing the areas that matter the most." 

Hugh Wilkie, Head of Product Delivery, AlphaCert 

With a clear vision and architecture in place, we focus on the use cases that deliver immediate and measurable results. For many firms, this means replacing complex Excel spreadsheets or manual reconciliation processes, automating and auditing daily data validation and sign-offs, or streamlining regulatory reporting.  

Value is delivered in weeks, not months. 

Delivery is sequenced by use-case, addressing the biggest pain points up front. This builds early momentum and confidence across the team, while also ensuring continuous buy-in from senior leadership teams.  

The AlphaCert team work side by side with your team, transferring knowledge and ensuring adoption is seamless. We have a pool of resources that can flex up or down as needed, providing specific skillsets, during the project. This can extend to cover your BAU work while key people are needed to support critical parts of the project delivery.   

Because real transformation isn’t just about technology - it’s about people, capability, and shared success.  

Adopting new technology requires expert support, which is why professional and managed services are central to AlphaCert’s offering, tailored to your needs.  

After a successful go-live, the opportunities are endless. We can build on your investment data model to provide bespoke solutions, and continue the partnership beyond the initial implementation.  

Our team combines deep local and global industry knowledge with strong problem-solving skills. With seamless collaboration between support, delivery, and product development  customers benefit from fast turnarounds and direct access to experts. 

Regional drivers for modular quick wins 

Global: data accuracy powering downstream systems 

Access to a single source of validated data, aggregated and reconciled across external and internal data sources delivers immediate value. Even more so as investment management firms are exploring the use of data lakes and data warehouses.  Importantly, AlphaCert unlocks the value by ensuring the data entering these environments is clean, enriched, and ready for use.  

Asia: ESG data 

Streamlining, validating and unifying ESG data coming from multiple sources across listed and unlisted funds. 

Australia: APRA-ready data with stronger oversight  

In a competitive market where regulatory bodies are demanding increased transparency and members are calling for a true digital investment experience, leading investment managers are seeking efficient ways to innovate and differentiate – enabled by access to accurate data. 

In Australia, this is evident in the push to streamline compliance with Australian Prudential Regulation Authorities (APRA’s) reporting standards, such as SRS 550 Asset Allocation with look-throughs, and enhanced unit pricing shadowing and NAV oversight, as part of APRA’s CPS 230 requirements.  

New Zealand: End-to-end automation of reporting 

Quarterly Fund Updates and Disclose Register submissions can be fully automated, reducing operational risk and freeing up teams for higher-value tasks. The result: consistent, branded, investor-ready reports meeting regulatory requirements are produced in days, not weeks. 

Europe & UK: Resilient data for DORA compliance 

AlphaCert helps firms strengthen operational resilience with governed, auditable data foundations that meet DORA and third-party oversight and audit trail requirements. 

USA: Accelerating AI adoption 

The US market is advancing fast with use cases to leverage AI to advance performance measurement and portfolio analytics from a secure and accurate data set. Building out workflows using AI Agents to power oversight and exception alerts are other examples of use cases.  

The result 

For investment managers navigating an increasingly complex financial landscape, accurate, timely, and accessible investment data is the foundation for success. It directly underpins confident decision-making, operational resilience, and regulatory accuracy. 

AlphaCert’s scalable and modular platform addresses current business problems while enabling future innovation and creating a clear and proven pathway to deliver on your strategic data vision. 
 
AI promises faster delivery and deeper insights, but only if data is trusted, validated, and well-governed. AlphaCert delivers both immediate value and a trusted source of truth, helping you to operate efficiently today, and be future-ready.  

Get started

Ready to modernise your investment data operations? 

AlphaCert helps investment managers and superannuation funds to gain access to a single source of investment data truth which helps to: 

• Simplify operations 

• Reduce operational risk 

• Deliver efficiency and cost savings 

• Accelerate insight 

• Be future ready for whatever comes next. 

Get in touch to find out more →