Investment Technology & Transformation

Improve efficiency and strengthen controls

We help investment managers and asset owners modernize their technology landscape, optimize operating models and deliver transformation with confidence. Combining deep industry expertise with hands-on delivery, we help CIOs maximize investment value, reduce technology risk and create scalable platforms for future growth.

From legacy platform modernization and operating model transformation to strategic technology delivery, we work across business and technology teams to improve efficiency, strengthen controls and unlock lasting value. This enables organizations to respond faster to change, support evolving business needs and achieve more from their technology investments.

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Services

How we help clients seize opportunities, maximize value and build resilient, high-performing businesses

Service

Operating Model Assessment

Service

Operating Model Support

Service

Platform Selection & Implementation

Service

Vendor Selection

Meet our capability experts

View Alex Heasman Bio
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Alex Heasman

Global Co-Head of Investments

View Hugues Delage Bio
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Hugues Delage

Global Co-Head of Investments

View Laura Kayrouz Bio
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Laura Kayrouz

Global Co-Head of Investments

View Jonathan Balkin Bio
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Jonathan Balkin

Head of North America and Global Head of Private Equity and Credit Client Segments

View Jonathan Broch Bio
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Jonathan Broch

Head of Private Equity Client Segment, North America

Vendors

Meet our vendor partners

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Bipsync

Our partnership with Bipsync enables research management system implementations that optimize investment team workflows, compliance, and collaboration across institutional investors.

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SimCorp

We implement SimCorp’s front-to-back investment platform to support portfolio management, accounting, and reporting for institutional asset managers and insurers.

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VerityRMS

Alpha works with Verity to integrate research and data management tools, enabling compliance-aligned workflows and centralized access to investment intelligence.

Other capabilities

Portfolio Management
Capability

Portfolio Management

Confident control of investment operations

Trading
Capability

Trading

Modernizing operations for a changing market

Risk & Performance
Capability

Risk & Performance

Better insight for better outcomes

Contact Us

Get in touch

Have a question? Ready to talk? Message the Alpha team and we’ll get right back to you.