Asset Management: Accelerate Growth and Create Loyal Clients

Empower your firm with AI-driven, growth-focused solutions from HSO. Break down silos, optimize portfolios, and deliver greater client value so you can expand your business, strengthen relationships, maximize profitability, and secure long-term success.

Customer Story: Unit Trust Corporation

An innovative AI solution helps an asset management firm understand customer behavior, enhance retention strategies, and drive growth

Unlock Smarter Asset Management with Data & AI

Transform data into actionable intelligence to drive growth, cut costs, and deliver exceptional client experiences.

Challenges

We know Asset Management.

Asset management firms are navigating a shifting landscape of margin pressure, regulatory complexity, and slower growth, driving a critical need for strategic transformation and operational efficiency to stay competitive.

HSO's solutions for Asset Management help you break through the competitive noise, empowering you to attract new clients, earn their loyalty, and accelerate growth. You get the best of both worlds—the industry specific functionality of a point solution, combined with the robustness, flexibility, scalability, and security of the Microsoft platform.

Powerful data and AI capabilities help decrease costs and maximize portfolio value, elevating key areas. And by breaking down silos between lines of business, departments, and data, you get visibility that lets you deliver more value, discover new opportunities, and empower your advisors to focus on areas of greatest return—leading to increased profitability and longevity.

TRANSFORMATIONAL ASSET MANAGEMENT

HSO & Microsoft

Empowering your Asset Management firm to thrive in the digital age

 

Built on Microsoft Dynamics 365, fsi360 is the most modern, comprehensive marketing, business development, finance and relationship intelligence suite in the industry

Asset Management Accelerator

Built to streamline operations and improve insight, this solution extends Microsoft Dynamics 365 with the tools asset managers need to optimize performance and relationships:

  • Visualize AUM, flows, and redemptions across firms, teams, and strategies

  • Surface advisor activity, sales pipeline metrics, and relationship health at a glance

  • Enable advanced fund, portfolio, and product tracking with built-in dashboards

  • Simplify RFP, onboarding, and consultant engagement workflows

  • Strengthen compliance with structured processes and relationship-level audit trails

Benefits

Achieve More with a Modern, Intelligent Asset Management Platform

Empower your teams, delight clients, and unlock new opportunities with secure, AI-driven solutions built on Microsoft technology
  • 1

    Empower your advisors

    Give your advisors access to the data and tools they need to proactively manage their accounts and focus their efforts on areas that promise the greatest return. 

  • 2

    Prove your value

    Stay on top of multiple lines of business by drilling down into underlying data through the AUM breakdown dashboard, slicing and dicing information by channel, fund, region, strategy, and vehicle. 

  • 3

    Elevate customer service

    Help your asset managers become more successful by being better informed. Get a full picture of each client, with a 360-degree view of households, contacts, accounts, and relationships.  

  • 4

    Prospect more efficiently

    Know who to call and when. Track sales performance and manage sales processes. See where an opportunity is in the sales pipeline and key information about the deal. 

  • 5

    Ensure safety and security

    HSO solutions on Azure provide enterprise-level network and data security, user access security, and regulatory compliance to protect your business and your clients. 

  • 6

    Grow and expand

    Tear down the silos between intermediary and institutional businesses to take advantage of relationships and accelerate growth. Choose a flexible, scalable, and evergreen solution based on proven Microsoft cloud technology that can grow with you and adapt quickly to changing market demands for years to come. 

  • 7

    Leverage data for smarter decisions

    Aggregate data from all the business applications across your organization as well as external data sources for complete visibility of the performance of your firm, your clients, and your industry. Provide real-time reporting to help your management team make informed decisions. 

  • 8

    Maximize value with AI

    With access to extensive trading and portfolio valuations and performance, AI can be effectively applied to forecasting, asset classification, portfolio management and optimization, trading, portfolio risk management, and robo-advisor interaction to decrease costs and maximize portfolio value. 

ASSET MANAGEMENT SUCCESS STORIES

Asset Management Customers

We help Asset Management firms thrive

I was impressed simply by the fact that HSO asked the right questions. They were very knowledgeable about our business, which was important to us…I can easily say that all our expectations were met and exceeded in this project.

Nigel Edwards Executive Director, Unit Trust Corporation

The HSO Approach

We combine deep financial services industry expertise with innovative technology to deliver tailored solutions that drive success.

ASSET MANAGEMENT RESOURCES

Learn More About HSO and Asset Management

Explore our extensive library of resources for Asset Management firms

Unlock Scalable Growth and Client Value with an AI Briefing for Asset Management

Asset management firms are sitting on vast amounts of data—but few are turning it into strategic advantage.

Fragmented systems, underutilized insights, and rising compliance pressure are making it harder than ever to scale, personalize service, and drive performance. It’s time to move from data-rich to data-smart.

AI can help. By unifying data and applying AI with the right strategy, asset managers can sharpen decision-making, personalize client experiences, boost productivity, and strengthen compliance frameworks. But success starts with a clear plan, a strong data foundation, and the right governance model to scale responsibly.

In just a few hours, your AI Briefing will help you understand the fundamentals of AI and identify high-impact use cases designed for asset managers. You’ll leave with:

  • A clear view of how AI can drive performance, transparency, and efficiency

  • Practical next steps for building an adoption plan—aligned to your goals and governance

  • Insight into Microsoft’s AI capabilities across Power Platform, Fabric, and Azure AI

  • Confidence to move from pilot to production—with a partner that understands your business

Whether your focus is alpha generation, client reporting, or operational scale, this session is the first step toward applying AI where it matters most.

Contact Us

Let's talk about how we can help ensure long-term success for your Asset Management firm.

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