Case Study: Partners Asset Management improves advisor service and uncovers new business opportunities with GoodRequest

Partners Asset Management manages EUR 1.5 billion with GoodRequest

Partners Asset Management, an investment firm and fund management company, faced significant challenges with its outdated system, which was hindered by technical debt and poor usability. This caused advisors to waste time on administrative tasks and use external tools, while also struggling to meet strict regulatory requirements. GoodRequest was engaged to develop a new asset management system to consolidate data, improve security, and streamline the investment process.

GoodRequest designed and built a multi-tenant application with a focus on UX, frontend, and integrations. The solution aggregated client and portfolio data into a single, intuitive interface featuring smart analytics and advanced search. This freed advisors from routine administration, allowing them to focus on client service and proactively identify new business opportunities. The system successfully improved operational efficiency, enhanced service quality, and provided a secure, scalable foundation for the business, directly supporting growth in assets under management.

Partners Asset Management