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.
Manufacturing
The advantages of automation, AI, and machine learning have caused a shift toward smart factories and data-driven manufacturers. We help you to become competitive, innovative, and resilient.
Financial Services
How to navigate intense competition, stay in compliance with ever-changing regulations and leverage commercial opportunities. We help you create an IT landscape that enables efficient operations and connects processes and data.
Professional Services
People-centered, client-focused and project-driven: that’s professional services in a nutshell. We design and implement technology solutions that enable better decision-making and effective working.
Retail & Distribution
We modernize the retail workplace, bringing previously unseen insights to the business, implementing intelligent order management and get you closer to your customer.
Public Sector
HSO helps public and government organizations to meet and leverage increasing expectations for digital service, responsiveness and transparency.
Non-Profit
We support Non-Profits by modernizing applications, automating processes, and providing insight. Through technology, we nourish successful relationship management and enable greater impact.
Solutions
HSO develops industry-specific solutions that leverage the latest cloud and AI technologies from Microsoft, accelerating our customers' digital transformation.
What we do
HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care. Through our services, we help companies transform the way they work and improve business performance.
Business Applications
Microsoft Dynamics 365 Business Applications for ERP and CRM are leading in the industry. But their real strength is in the integration. Combined, they deliver even more value.
Cloud Services
HSO has a proven track record in supporting our customers in their cloud journey. With your business in mind, we offer a comprehensive suite of services to help you gain value from the cloud.
Data & AI
We help customers build an operational and future-proof data platform, ready to realize business value from AI and machine learning technologies.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
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.
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.
Increasing pressure to lower fees while maintaining profitability
Bolstering governance and adapting quickly to meet changing regulatory demands
Slowing net flows relative to AUM impacting natural growth
The push for M&A to accelerate growth and diversify
Replacing manual tasks with AI-driven automation and adapting delivery models to changing needs
Strengthening relationships with intermediaries to expand market presence
Protecting your data and preventing fraud
Breaking down data silos and leveraging AI enables faster, smarter decision-making
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.
HSO & Microsoft
Empowering your Asset Management firm to thrive in the digital age
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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
A single, integrated solution that supports complex fund family structures, enabling the management of the reimbursable expenses of those structures:
Comprehensive tools for managing loan receivables that support approval, disbursement, collection, and fund monitoring:
A centralized, rules-based engine that transforms raw financial activity into clean, auditable, and compliant accounting—before it reaches your ERP:
A complete solution built on Dynamics 365 Finance that enables you to automate the processes needed to set up and maintain multiple entities effectively and efficiently:
A powerful solution that leverages Microsoft Fabric, Azure tools, and more to help you overcome data challenges by providing a unified platform for seamless data integration and comprehensive analytics capabilities:
An end-to-end data management framework that helps you meet modern sustainability goals and ESG standards. AI-infused with deep data capabilities, it supports all your ESG data collection, local taxonomy tooling and compliance reporting needs:
Achieve More with a Modern, Intelligent Asset Management Platform
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.
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.
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.
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.
HSO solutions on Azure provide enterprise-level network and data security, user access security, and regulatory compliance to protect your business and your clients.
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.
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.
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.
The HSO Approach
Our team has deep knowledge of the financial sector, ensuring that our solutions are tailored to your specific needs.
We leverage the latest advancements to provide you with cutting-edge tools and platforms.
Access our extensive library of events, blogs, and on-demand videos to stay informed and ahead of the curve.
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.
Let's talk about how we can help ensure long-term success for your Asset Management firm.
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