Our Solutions

Our modular applications help users exploit client data to improve business outcomes – pre-integrated, evolving and available as a managed service

Explore our solutions

Choose a segment

Global Asset Managers

Our Client Data Platform helps multi-channel, multi-region investment managers build a single view of client economic value that delivers for the whole enterprise and scales in line with your data, technology and analytics architecture

  • Accurate client AUM
  • Meaningful analytics
  • Distribution data as a service
360 SalesVista

Our proprietary matching and data quality engine matches and reconciles global AUM and Flows to your enterprise client master to give a total client view across funds, sales teams, platforms and territories

Terms Cloud

All your contractual agreements, commercial terms & service obligations mastered in one place – searchable, reportable, auditable – and combined with accurate flows & holdings data

Client Data Warehouse

Securely store, query and report on large volumes of structured and unstructured client data and documents from our platform, seamlessly integrating with your core enterprise applications

Client & Sales Analytics

Prescriptive reporting and advanced calculations to turn your client data into truly meaningful insights – available standalone or as integrated datasets that can sit at the centre of core business processes

Find out how ADS products empower teams across our clients

Head of Distribution

Global Distribution

I want accurate AUM, flows and revenue by channel, sales team and territory turned into insights that help us grow

Client Service Specialist

EMEA Wholesale

I want to see agreements, financial terms and open service obligations managed and searchable from one place

Finance Reporting Manager

Finance Operations

I want to be able to reconcile investment, client and accounting books of record for month-end AUM reporting

Boutique Investment Managers

For investment managers focused in one or two geographies and offering boutique propositions, our digital workflow and analytics platform can dramatically reduce client service costs and improve client experiences

  • Grow relationships
  • Retain assets at risk
  • Reduce costs to serve
  • Engage clients digitally
360 SalesVista

Our proprietary matching and data quality engine matches and reconciles global AUM and Flows to your enterprise client master to give a total client view across funds, sales teams, platforms and territories

Client & Sales Analytics

Prescriptive reporting and advanced calculations to turn your client data into truly meaningful insights – available standalone or as integrated datasets that can sit at the centre of core business processes

CRM for Boutique Managers

Manage B2B and B2C sales processes including contact, event & opportunity management with an intuitive, mobile-first, work-bench for sales, marketing and service professionals

Client Data Warehouse

Securely store, query and report on large volumes of structured and unstructured client data and documents from our platform, seamlessly integrating with your core enterprise applications

Terms Cloud

All your contractual agreements, commercial terms & service obligations mastered in one place – searchable, reportable, auditable – and combined with accurate flows & holdings data

Client Portal

A mobile-first, self-service platform for your investors and advisors to view Fund information, analyse their performance, holdings and flows and manage digital documents

SmartDocs & KYC Passports

Take the pain out of onboarding, subscription and KYC processes with smart web forms and integrated document e-signature solutions

Find out how ADS products empower teams across our clients

TA Operations Analyst

Boutique Investment Manager

I want to digitise workflows for setting up new TA accounts, adding signatories and managing authorisations with my clients

Country Manager, Sales

European Long-Only Asset Manager

I want to setup client hierarchies, tag influence/advisor relationships and land flows against my clients to link sales activity with sales outcomes

Client Service Specialist

Discretionary Investment Manager

I want to be able to quickly answer client queries related to valuations, distributions and latest trade activity at account and client level

Hedge & Alternative Managers

Our low cost client data platform provides a central, modular solution for specialist managers looking to serve HNWIs, Advisors and Institutional Investors and generate Operational Alpha

  • Grow assets
  • Onboard prospects
  • Automate reporting
Client Portal

A mobile-first, self-service platform for your investors and advisors to view Fund information, analyse their performance, holdings and flows and manage digital documents

SmartDocs & KYC Passports

Take the pain out of onboarding, subscription and KYC processes with smart web forms and integrated e-signature document solutions

CRM for Hedge & Alternatives

Manage sales processes including contact, event & opportunity management with an intuitive, mobile-first, work-bench for sales, marketing and service professionals

Client Reporting

Accurate, automated portfolio and investor reports published in your brand style and available to investors on demand on desktop computer and mobile

Client & Sales Analytics

Prescriptive reporting and advanced calculations to turn your client data into truly meaningful insights – available standalone or as integrated datasets that can sit at the centre of core business processes

Client Data Rooms

Organise and access documents in secure digital data rooms that can be structured by team, client or other reporting groups – fast, secure, intuitive

Find out how ADS products empower teams across our clients

End Investor

High Net Worth Individual

I need to be able to see the market impact on my investments across funds and access my documents at the push of a button

Chief Operations Officer

Fixed-Income Specialist Manager

I want a finance-focused CRM that allows my teams to managing client data, onboarding and reporting centrally across funds

VP, Business Development

Alternative Asset Manager, Global Macro

I want to be able to quickly pull up investment performance, meeting notes and opportunities for representatives and referrers I am working with

Interested in finding out more?

Book a product demo to see how our client data platform can accelerate your growth strategy, reduce cost of service and meet regulatory reporting requirements