Thinking on data, AI, and the future of asset management — from the team building the platform.
The model you pick will be retired within eighteen months. Three things the layer underneath it has to do — and what we’ve learned building them for Australian asset managers.
SaaS sells you a tool. Nobody sells you the outcome. A structural argument for why the SaaS model fails asset managers — and what Service as Software replaces it with.
15+ platform and registry feeds consolidated automatically — from days of manual reconciliation to under an hour. Here’s how backend automation unlocks 40% more client meetings, with no new headcount.
Six major LLMs, six different strengths. Benchmark comparisons, honest assessments — and why Sherpa orchestrates the right model for every asset management task.
60% of AI projects will be abandoned due to lack of AI-ready data. The firms that succeed with AI are never the ones that started with a model — they started with their data.
79% of marketing leads never reach sales. How data centralisation and AI are closing the gap for asset managers — and why generic CRMs fall short.