Technology that delivers a seamless client experience.
"Room Zero helps Jupiter bring together critical data across the business, giving teams a more streamlined way to work and supporting a seamless, high-quality experience for clients."
Co-Head of the Client Group, Jupiter Asset Management
About
Jupiter is an active asset manager. We believe that investment excellence requires diverse thinking, creativity, and a relentless drive to seek opportunities.
Industry
Asset Management
Company size
201-500 employees
Headquarters
London, England
Founded
1985
Objectives
•
Replace fragmented legacy AUM & reporting architecture
•
Create a single, golden source across Finance & Distribution
•
Improve client asset visibility across complex distribution
•
Strengthen third-party billing oversight
•
Enable TA consolidation & operating model simplification
- Replace fragmented TA data & reporting architecture
- Create a single, consistent AUM & Flow dataset
- Enable firm-wide access to trusted data
- Improve profitability visibility & forecasting
Implementation
- Consolidated 30+ databases into one AUM & Flow platform
- Delivered self-service dashboards (Finance, Sales, RFP)
- Implemented Revenue Analytics for margin & profit visibility
- Established unified data layer, removing silos
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Outcomes
Single source of truth for AUM & Flow
- c. 3 FTE savings (IT & Finance)
- Eliminated data silos & duplicated effort
- Firm-wide self-service AUM, flow & revenue data
- Visibility of discounts & net margin impact
- Improved forecasting and decision-making
“We are now able to see the revenue impact of net flows in a way that is clear, precise and aids business decision making.”
Head of Finance
STUDIES
