Technology-led transformation partner for fund administrators — AI automation, Salesforce delivery, Data360-powered onboarding intelligence, and application modernization that scale operations, not your cost base.
Delivering 16+ years of excellence
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Assets are growing faster than the systems meant to support them. Manual workflows, fragmented onboarding data, scattered tools, and legacy technical debt quietly cap how much volume a team can handle.
Alternative-investment AUM passed $23T in 2024 and is heading toward ~$40T by 2030 (MarketIntelo, 2026) — more funds and faster NAV cycles, same teams.
Investor and fund data scattered across PDFs, Excel files, databases, prior administrator records, and fund documents — slow to validate, map, and migrate
Fund accounting, investor services, and reporting tools operate in disconnected silos, duplicating effort, delaying reconciliation, and forcing teams to manually bridge gaps between systems.
Aging platforms bottleneck NAV processing, resist modern integrations, and accumulate technical debt, compounding manual effort, operational risk, and the case for targeted modernization.
AUM growth, new fund launches, and compressing NAV cycles push more volume through the same manual infrastructure, until operational capacity, not market demand, becomes the ceiling.
Investor and fund data locked across disconnected systems limits onboarding readiness, reporting quality, operational control, and regulatory confidence — risk most exposed at fund launches and transitions
Targeted operational modernization for fund administration — not generic IT services.
Technology-led fund administration produces measurable gains — faster onboarding, cleaner migration readiness, lower cost, better reporting.
Alternative-investment AUM passed $23T in 2024 and is heading toward ~$40T by 2030 (MarketIntelo, 2026) — more funds and faster NAV cycles, same teams.
Digital onboarding portals, faster query responses, and centralized investor records create a consistent, professional experience throughout every stage of the investor lifecycle.
Fund accounting, investor services, and reporting tools operate in disconnected silos, duplicating effort, delaying reconciliation, and forcing teams to manually bridge gaps between systems.
Less manual effort and automation-absorbed volume translate directly to lower cost per transaction, fewer processing errors, and reduced operational risk across fund workflows.
Fewer disconnected tools and consolidated platforms reduce system friction, accelerate workflows, and eliminate the maintenance overhead that steadily drains engineering and operations capacity.
Faster reporting cycles, stronger data governance, cleaner migration evidence, and structured audit trails deliver the regulatory confidence and operational visibility fund administrators require.
The choice between scaling headcount and scaling technology shows up in every function.
A fund-operations-focused technology partner — Salesforce, Data360, AI, and platform engineering under one roof.
“Fund administrators don’t need more headcount — they need their onboarding, migration, NAV, and reporting workflows to scale through better data, automation, and platform engineering. We help make that operating layer work”
Ankit Agarwal, CTO, Hexaview Tech
Speak with our fund administration technology specialists. Get in touch to scope a modernization roadmap.
Fund administration covers the back- and middle-office operations of an investment fund — NAV calculation, investor onboarding, reconciliation, compliance, and reporting. As AUM volumes grow and NAV cycles compress, manual operations hit a capacity ceiling. Technology — automation, data platforms, AI — is now the primary lever for scaling without proportionally scaling headcount.
Three areas: Onboarding Intelligence (Salesforce portals, Data360 workbench, KYC/AML automation, AI document processing), Operations Optimization (reconciliation and NAV automation, Salesforce workflow orchestration, investor reporting), and Platform Modernization (legacy app modernization, cloud migration, fund accounting integration, API development). Scoped to fund ops — not generic IT.
Data360 consolidates investor and fund data from scattered sources — PDFs, spread sheets, prior admin records — into a unified, mapped view. It powers source-to-target mapping, migration readiness assessment, and onboarding intelligence, so teams enter fund activation with clean, validated data rather than discovering gaps mid-process.
Volume growth gets absorbed by automation — reconciliation, NAV workflows, document extraction, investor communications — rather than adding staff. Fewer manual cycles means lower cost per transaction, fewer errors, and reduced operational risk across fund workflows.
Senior-led engineering pods embed with client teams and scope modernization to specific pain points — fragmented tools, aging NAV platforms, siloed reporting — rather than wholesale replacement. Migration planning, API development, workflow consolidation, and structured system cutover are sequenced to minimize disruption while eliminating the technical debt capping throughput.
Five shifts: faster investor onboarding via automated document processing and consolidated data; lower operational cost through automation-absorbed volume; simplified tech stack via platform consolidation; improved investor experience through digital portals and centralized records; and stronger data governance with clean audit trails and migration evidence.
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