Deployments
Built for each field.
Same platform, set up for the work in front of it.
Asset and wealth managers.
- Client onboarding with document checks and follow-ups.
- Review packs assembled from portfolio and custodian data.
- Meeting notes turned into records and tasks.
- Client records matched and cleaned after a merger.
Consulting firms.
- Engagements from proposal to sign-off.
- Branded reports and a client portal.
- Invoicing and firm accounts in one place.
Professional services.
- Intake and checks before work begins.
- Documents assembled from approved templates.
- Approvals routed and recorded.
- Time and billing kept in step with the work.
Your field?
If your work runs on many systems and too many hand-offs, the platform can be configured for it. Tell us how your firm works.
Illustrative topology and simulated telemetry. Every deployment is configured per client, built on the governed data layer with live external feeds from licensed or public sources, and run remotely by AEY after onboarding.