Client (anonymous): European Independent Asset Manager, ~20 employees, ~500 portfolios, 4 custodian banks
Challenge
Client growth was strong – but back-office workload was rising faster than the business.
Leadership wanted to scale portfolios and reporting volume without adding operations headcount every time the company expanded. The priority was protecting service quality while keeping the operating model sustainable.
Solution
The team used INSA PMS as the core operating layer for portfolio management and reporting, with a modular setup that could expand across users and custodian relationships.
By reducing manual steps and standardizing outputs, the firm created a more scalable operating model – one that could absorb growth without turning month-end into a recurring stress test.
Results (within ~1 quarter)
- Portfolios supported per ops FTE: up by ~25–35%
- Month-end workload: peaks reduced (fewer bottlenecks and less overtime)
- Spreadsheet dependency: significantly reduced (fewer parallel processes)
- Faster onboarding of new clients into a consistent reporting experience
Why it mattered
The company protected service quality while growing – without turning operations into a constraint.
Next step
If you’re planning for growth, we’ll outline what a low-risk migration and rollout can look like – including timeline, responsibilities, and the typical pitfalls to avoid.
At a glance
- Custodians: 4
- Portfolios: ~500
Capacity impact: portfolios per ops FTE up ~25–35%