Case Study: AEW Capital Management streamlines deal management and capital allocation with Altrio

AEW Capital Management scales firmwide adoption to 200 users in 3-4 months with Altrio

AEW Capital Management, a leading global real estate investment firm, faced challenges scaling its deal management processes. Its existing systems could not support complex deal structures and capital allocation workflows, leading to time-consuming manual reconciliation across spreadsheets and internal systems. This operational risk prompted the firm to seek a new platform, ultimately selecting Altrio's Enterprise solution.

Altrio provided a centralized system that connected deals, portfolios, and assets, offering full lifecycle visibility and structured capital allocation. The solution integrated market intelligence directly into the workflow and reduced manual data entry by uploading underwriting models. This streamlined AEW's operations, providing firm-wide reporting capabilities and a reliable audit trail. The impact was significant operational efficiency for the acquisitions team and successful firmwide adoption by approximately 200 users.

AEW Capital Management