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Advisory Services

The power to transform your
investment management business


Driving transformation is hard, especially when it’s all hands on deck to run your business. At Linedata Advisory Services, we help investment firms transform their operations to achieve business success. From software development and support to operational consulting and project management, we’ll give you the expertise, scale and leverage to achieve your change-the-business objectives. Our technology and domain experts become your virtual global team, working remotely or alongside your staff.


Application Development & Support


Scarce in-house technology resources are always stretched thin. Let us help you solve your software development and maintenance challenges with our bespoke services. From simple Excel automation and web-based reporting to complex enterprise-wide investment support, operational efficiency, and quantitative solutions, we’ll help you mitigate project risk and complete your initiatives on-time and on-budget. Whether developing new custom applications, providing user support or managing 24/7/365 application monitoring, make us your "go to" team.


Operational Consulting & Project Management


Complete projects faster with the help of our expert teams. We provide executive IT, project management, business analysis and implementation leadership and delivery so you can focus on core activities and maximize overall project value and ROI. Our flexible, scalable staffing and follow-the-sun model mean we can deliver around the clock, regardless of market conditions or business disruptions. Count on us to reduce project risk and enhance the capabilities and reach of your in-house staff.


Information Management & Data Warehousing


Information is power, and timely access to information management helps drive alpha generation. Yet firms often struggle to create a cohesive picture across fragmented data, unstructured data, and siloed systems. If that sounds familiar, our experts can help. We’ll deliver firm-wide digital transformation, from data integration and warehousing to advanced AI / analytics and reporting solutions. Our decades of experience as investment industry experts, and broad portfolio of work product mean we can onboard quickly and deliver better results faster than traditional IT and data consultants.



Consulting Advisory Services

Senior consultancy, global expertise and robust project management to transform your investment management business

Software Advisory Services

Bespoke software development, application support, and reporting solutions to transform your investment management business

Operating Efficiently
Operating efficiently in a post-Covid world - the end of the 'Proximity Myth'

Workflow automation, information management and outsourcing will be critical to successfully navigating the newly decentralized operational landscape

middle path for middle office
A middle path for the middle office

A flexible framework is needed to free staff to support competitive initiatives, whilst ensuring cost-effective compliance and oversight

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