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Advisory Services. Senior business consultancy, software development, application support and data warehouse solutions


Consulting services 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, with a proven track record of improving daily operations and reducing operational risk. From software development, consulting services, and process re-engineering, to operational consulting, project management, and risk 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 advisory services. From simple Excel automation and web-based reporting to complex enterprise-wide investment support, operational efficiency, and quantitative solutions, our consultants help you manage project risk and complete your initiatives on-time and on-budget. Change your firm's technology curve and free key in-house resources to focus on higher-value activities. 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, process re-engineering 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.


Data Warehouse Solutions & Information Management


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



Business Continuity Planning


Business continuity is more than disaster recovery planning, as the widespread shift to remote working has demonstrated. BCP is a holistic approach to conducting business as usual during market or operational disruptions. We will design and implement a bespoke playbook, tailored to the needs of your business, for ongoing risk management and calm, decisive action in times of crisis  and recovery.​​​​​​​



 Creating technological edge
  in private equity.
  Learn how private equity funds,
  led by their CTOs and leveraging
  new technologies,
  are driving digital transformation
  in PE portfolio companies.


    Download the whitepaper



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

private equity CTOs
Private Equity CTOs - a force for change

Technology leaders are playing a major role in enabling innovation and driving transformation – particularly at the portfolio company level

Case Study
Enabling a private equity firm to digitally transform its portfolio

As a Managed Services Provider (MSP), Linedata’s technology experts have mapped out $500K in IT savings over five years for this one portfolio company alone.

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