Unlocking Scale in Asset Management:

Unlocking Scale in Asset Management:

Harnessing Technology for Exponential Growth

Harnessing Technology for Exponential Growth

Thursday, March 4th
1:00 – 2:30 PM EST

Thursday, March 4th
1:00 – 2:30 PM EST

About the Program

Unlocking Scale in Asset Management: Harnessing Technology for Exponential Growth is an invitation-only, video-based virtual event limited to a select group of technology and operations leaders from asset management firms who will share insights and personal experiences with one another to create a rich networking experience for all. We will convene with three goals in mind:

  • Learn from insightful conversations led by our moderated panel
  • Participate in interactive break out room video discussions
  • Build meaningful connections with a group of diverse thinkers
07.14.20 Braze Enterprise

About the Content

As asset management firms grow, technology can quickly become a limiting factor when it comes to onboarding additional business or expanding service offerings. Simple spreadsheets and basic order management software can bring teams remarkably far, but transformation is necessary for any firm that wants to respond to shifting market dynamics and stay ahead of competitive threats. Artificial intelligence, automation, and cloud-based solutions enable asset managers to build increasingly agile workflows and handle greater complexity and volume in less time.

Ultimately, technology offers asset managers the opportunity to free themself from ‘document jockey’ roles that become more time-consuming as they add clients and services. However, as growing firms adopt new solutions, they must also consider strategies for taking full advantage of their enhanced internal efficiency and team capacity.

Our expert panel will not only discuss how modern technology platforms open the door to new competitive offerings, but also how firm leaders can evolve their company mindset and culture alongside an improved ability to scale and drive growth.

Discussion Topics

  • Adding trading capabilities: exception-based, high-volume, multiple destination, multi-currency
  • Examining the flexibility, accessibility, and security of cloud-based platforms
  • Identifying the workflows that will see the biggest automation gains
  • Implementing systems that can scale as you grow (bulk account actions, rebalancing)
  • Ensuring successful adoption of new systems and processes firm-wide

Event Details


Thursday, March 4th, 2021


1:00 – 2:30 PM EST

Attendee Profile

Select group of technology and operations leaders from asset management firms


1:00PM     Attendees Enter Virtual Event & Welcome Remarks

1:05PM     Video Networking in Breakout Rooms

1:15PM     Panel Discussion

1:55PM     Audience Q&A

2:10PM     Breakout Networking Sessions


Attendees Enter Virtual Event

& Welcome Remarks


Video Networking in Breakout Rooms


Panel Discussion


Audience Q&A


Breakout Networking Sessions

Reserve Your Spot Here


Reimagine your operations with Linedata AMP:

Linedata AMP: Reimagine your asset management operations. Transform your business.

Whether you’re an institutional manager or a wealth advisor, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world.

Cloud-enabled software, collaborative expertise with integrated data analytics, and the flexibility
of our modular design enables better decision-making, streamlines processes, and empowers scale and innovation.

AMP leverages a new technology architecture with the latest cloud capabilities and features alongside robust core software for a seamless, enhanced user experience. You can adopt new features across the investment cycle with ease, for better integrations, performance and scalability. A host of special features, including an intuitive trading user interface and web-based model management delivers value and drives growth, so you can reimagine your operations and respond to any challenge.

We are a global team of 1300 in 20 locations serving over 700 clients. Whatever is on your mind today, Linedata’s award-winning service teams are ready to listen and help.



Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.