Investment & Wealth Management.
We help investment managers, asset managers, and advisory firms build digital experiences and middle-office platforms that improve decision-making and client engagement. This includes deep expertise in Investment Management Systems (IMS) such as CRIMS — customizing, extending, or filling post-go-live gaps to make workflows fully operational.
The investment and wealth landscape is evolving rapidly. Firms need better visibility, faster insights, intuitive client experiences, and systems that integrate seamlessly across front, middle, and back office.
Lumostrata helps firms build platforms that improve decision-making, strengthen oversight, and enhance client relationships. Our work spans PMS, research, analytics, reporting, advisor experiences, investor portals, and IMS enhancement.
From front office to back office — unified.
CRIMS, Aladdin & IMS Extensions
- Self-service portals (SSP) for operations teams
- Custom workflows for IBOR, ADP, CDT, TIS, and Compliance
- UI / UX redesign for analyst and operations users
- Data onboarding and transformation automation
- Post-go-live enhancement and managed support
- Break diagnostics and exception workflows
Portfolio Management Tools
- Position, exposure, and P&L dashboards
- Scenario analysis and risk-modelling workflows
- Trading signals integrations
- Analytics workspaces for PMs and analysts
Advisor & Client Digital Experiences
- Advisor dashboards
- Investor portals with modern reporting
- Secure document vaults
- Digital onboarding and KYC journeys
- Performance and risk reporting engines
Data Platforms
- Unified data models for holdings, transactions, and market data
- Automated reconciliations
- Research management integrations
- Data lineage, governance, and data-quality frameworks
Copilots for analysts, advisors, and clients.
AI copilots: portfolio summaries, client insights, operational alerts
Document AI: KYC documents, statements, reports, agreements
NLP-driven querying: "Explain risk exposure changes this week"
AI recommendations: advisor next-best-action and content generation
Talk to an IMS specialist.
Whether you're extending CRIMS, rebuilding a portal, or unifying a data platform — we've done it before.