Modernizing Global Investment

Operations at Scale

A $1 Trillion-Dollar Asset Manager replaced spreadsheets with structured workflows to standardize processes, improve oversight, and scale global fund operations.

About this Case Study:

A leading global investment management firm with $1 trillion in assets under management modernized its fund operations by replacing fragmented spreadsheets and legacy processes with HighGear’s no-code workflow platform. By consolidating three service groups into a unified shared services model, the firm standardized operations, automated thousands of repeatable tasks, and gained real-time visibility across global teams—improving efficiency, governance, and operational scale.

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Key Takeaways:

Centralizing Global Fund Operations
Standardizing Complex Operational Workflows
Eliminating Spreadsheet-Driven Processes
Gaining Real-Time Operational Visibility
Strengthening Governance and Compliance

About this Case Study:

A leading global investment management firm with $1 trillion in assets under management modernized its fund operations by replacing fragmented spreadsheets and legacy processes with HighGear’s no-code workflow platform. By consolidating three service groups into a unified shared services model, the firm standardized operations, automated thousands of repeatable tasks, and gained real-time visibility across global teams—improving efficiency, governance, and operational scale.

Key Takeaways:

Centralizing Global Fund Operations
Standardizing Complex Operational Workflows
Eliminating Spreadsheet-Driven Processes
Gaining Real-Time Operational Visibility
Strengthening Governance and Compliance

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Customer Testimonials

Honestly, we could no longer do our jobs without HighGear. We save so much time reducing manual processes, automatically routing tasks to different departments for approvals. And with it being no-code, we are easily able to build the workflows we need. It’s now classed as a core application to the company.

Katharine Gollan

Sr. Workflow Analyst, Baillie Gifford

The HighGear team and the product as a whole are amazing. They listen, and have empowered us to build exactly the solution we needed. They’re not your typical software company because of that investment they make in each of their clients.

Lisa Cadieux

Operations Manager, Arcis Investments

For any company that needs a solution that can rapidly adjust and keep up with dynamic business needs, I would recommend HighGear. It’s a balanced tool that provides all the flexibility needed to handle processes across the organization.

Jeff Colandrea

Platform Lead, Beazley Group

Reduce Your Global Operational Reporting to Just 5 minutes. We’re here to prove it.

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