Case Study: Anson Funds automates workflows and saves time with Siepe

Holistic Technology Solution Helps Asset Manager Automate Workflows & Scale Business

Anson Funds, an asset manager with $800 million in AUM, faced challenges scaling its operations and automating complex workflows for its middle and back office. Their existing order management system required extensive manual work to produce daily reports, which was inefficient and prone to disruption. Seeking a partner with deep expertise, they turned to Siepe for a customizable Software-as-a-Service (SaaS) solution.

Siepe implemented a bespoke, automated reporting framework that eliminated manual processes. This solution provided Anson Funds with a customizable portal to disseminate reports and drill into P&L data. The results were significant, saving the firm approximately five hours per day and $250,000 annually while achieving 100% accuracy in reporting, allowing the business to scale efficiently.

Anson Funds

Tony Moore

Chief Financial Officer