Decision Intelligence for
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Fund administration – the risk is in what you can’t see
NAV cycles, recurring exceptions, regulatory demands, and change converge on time-critical operations where small delays create outsized risk. ActiveOps brings Decision Intelligence to fund administration and fund accounting operations, giving investment operations leaders visibility into where effort and pressure actually build, so they can act earlier, target automation, and manage change with control.
For technology and transformation leaders, it means automation decisions grounded in operational evidence, not assumptions, and confidence that change is delivering what it promised, not just shifting risk to a different part of the system.
Do you know where pressure concentrates before each NAV close?
Can you see how much time reconciliation is actually consuming?
Do you know which exceptions keep recurring, and why?
Can you see where manual effort persists – even after automation?
Are you confident your teams have capacity aligned to what’s actually coming?
Are you confident automation is reducing effort, not redistributing it?
Decision Intelligence across the investment operations ecosystem
Buyside
See where operational effort concentrates across investment operations and fund accounting oversight, supporting clearer decisions on change and scale.
Fund Administrators & Custodians
Gain visibility across NAV cycles, exceptions, and cross-team handoffs to support operational efficiency and control.
Sell Side & Service Providers
Understand how client demand, servicing activity, and operational effort interact to support performance and transformation programs.
What ActiveOps enables through people-led operational visibility
- Visibility into effort, capacity, and pressure across close cycles, based on how people actually perform work
- Earlier intervention before deadlines, escalations, or control issues
- Evidence-based automation targeting – so technology investment is directed where operational data shows it will have the greatest impact, not just where it’s most visible
- Clear insight into how change affects delivery, capacity, and control
Proven in complex fund administration environments
CIBC Mellon uses ActiveOps Decision Intelligence across fund accounting, custody services, and pension benefits, using operational data to measure where effort concentrates across reconciliation cycles and close processes, guide automation decisions, and maintain control as complexity and volume grow.
Reconciliation effort has been materially reduced, excess overtime has fallen, and capacity has been created for higher-value work, while maintaining the control and accuracy that fund administration demands.
“ActiveOps has helped give us the confidence to know that the decisions that we’re making are the right decisions, because we’re seeing that translated into the data.”
Catherine Thrasher
Chief Operations Officer, CIBC Mellon
RESULTS ACHIEVED:
12.4%
AVERAGE CAPACITY
CREATED
70%
REDUCTION IN
EXCESS OVERTIME
15%
REDUCTION IN MANUAL
RECONCILIATION TIME
99.99%
NAV ACCURACY
MAINTAINED
Is your fund administration operation decision-ready?
When fund administration performance depends on making the right decisions across reconciliation cycles, exception handling, and capacity, ActiveOps Decision Intelligence gives you the clarity to act earlier, target automation precisely, and maintain control as complexity grows.
Take the next step
Book a demo to see how Decision Intelligence supports fund administration decisions across effort, capacity, automation, and change.
