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  3. Industries
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  5. Financial Services
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  7. Asset Management


With more than 30 specialists from the asset management sector, EXXETA can successfully implement projects of all sizes, from small to very large. Our consultants have extensive project experience gained with leading asset managers, capital management companies and custody banks, and can cover the entire value-creation chain of the investment sector front-to-back. As a BVI member and regular participant in sector-relevant events, we are well-informed about market trends and are always right up-to-date.

Process and Cost Optimization

We support you in the implementation, automation and optimization of your processes.

Standard Software Integration

We support you in the integration and migration of various standard investment management software.

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Regulatory and Customer Reporting

We support you in the analysis, conception and implementation of legal requirements in your business processes and IT systems.

Data Management

We support you from the definition to the optimization of suitable data models, with the analysis and adaptation of data flows or with data migration.

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Agile Methods

We support you in the agile implementation of your projects, as ever more complex environments require a quick reaction to changes.


Based on your individual situation, we develop your personal digitization strategy using agile design thinking methods.

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Sustainable Finance & ESG Investments

We support you from the integration of environmental, social, governance (ESG) factors into your business strategy to the implementation of the requirements in your IT systems.

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Your challenges

The financial industry plays a special role in our globally oriented, modern economy and is therefore subject to specific framework conditions and permanent change. The asset management industry in particular faces a multitude of challenges. In addition to turbulent market conditions and declining profit margins, new or existing regulatory requirements must be worked through and implemented. Digital FinTechs are increasing competitive pressure, while customer expectations and requirements have risen significantly in recent years.

In order to master these external challenges, internal projects must be driven forward in a variety of areas. On the one hand, this involves expanding the range of products and services in order to meet the increased customer requirements and the competition. On the other hand, the dynamic market environment and increased regulations mean that there is a greater need for action in identifying and managing risks. In addition, declining margins are forcing companies to implement strategic projects aimed at improving processes and system landscapes and making them more effective. The ongoing digitization process requires extensive changes to IT systems and the efficient use of data. To achieve this, high data quality must be ensured.  

Our offer

EXXETA is your specialist for holistic consulting from plan to build and run. We convince you not only with our methodical, professional and technical expertise, but above all with our unique combination of business and IT.
Benefit from this approach when tackling your internal challenges. Individually tailored to your needs, we can advise your front (e.g. portfolio management, pre-trade compliance), middle (e.g. post-trade compliance) or back office (e.g. NAV calculation, reconciliation, corporate actions, reporting) as well as the downstream processes (e.g. reporting, performance measurement). We support you with standard software integrations of SimCorp Dimension, Aladdin or Multifonds into your existing system environment by analyzing the respective departmental and legal requirements.

We offer solutions tailored to your needs as part of the IT configuration of reporting or regulatory requirements. EXXETA is also your strong partner when it comes to process and cost optimization. This enables us to implement implementation, optimization or automation projects across all areas of your company. We also master all data management relevant topics very well.

Thanks to the well-founded methodical competencies of EXXETA consultants, we accompany you throughout the entire project from planning, analysis, development, implementation and testing to commissioning. We will be happy to advise you agily with the help of a project approach according to Scrum or classically on the basis of a waterfall model. With the combination of different employee profiles and supported by recognized professional, technical and methodical accreditations, we can precisely map your requirements. Due to years of experience in transformation and process management in the financial service environment, EXXETA has the necessary expertise to be able to offer you first-class consulting services.

Download the EXXETA Asset Management brochure now (PDF, 899 KB)

Get in touch

Your contact person at EXXETA: Nebojsa Tesic