Transform Your Investment Operations With One Services Platform
Connecting every part of the investment lifecycle
A multi-asset platform connecting every part of the investment lifecycle into a seamless experience. Powered by Digital Shape Technologies’ over 25 years of continued engineering and trusted by organizations managing over $5T in assets, combined with fully managed investment operations tailored to your needs by buy-side veterans. LakeStream BI provides you with the perfect solution allowing you to focus on generating alpha while we manage the rest.
Key Benefits
01.
Unified by Design
By coupling expert-led operational services with established technology, engineered by strategic partners, LakeStream BI provides a unified multi-asset solution truly covering all front-to-back operations from order management support, settlement, investment analysis and reporting, to complex data management, risk, compliance and service providers oversight.
02.
Expertise Through Partnership
Outsourcing shouldn't mean losing control; it should mean gaining a partner. We are committed to our clients by providing local expertise. Our team, led by and composed of seasoned practitioners with decades in buy-side leadership roles, delivers immediate access to specialized expertise and industry best practices.
We deploy that expertise across your operations, risk, and regulatory needs - enabling your internal teams to focus on alpha generation with the confidence of a trusted multi-disciplinary partner.
03.
Cost-Efficiency And Scalability
Our All-in-One solution allows companies to get access to state of the art technology and operational services and decrease their operational spending while retaining scalability and high operational standards.
Built to support the full spectrum of investment structures and asset classes
Our service platform supports trading and investments across a wide range of asset classes in multiple investment structures.
Investment Structures We Support
Funds of Funds
Open/Closed-ended Funds (Incl. Multiple Share Classes)
External Accounts
Wealth Management (EAM) Accounts
Partnership (Drawdown Vehicles)
Actively Managed Certificates