Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

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Comprehensive client reporting services for asset managers

Acuity Analytics delivers end-to-end client reporting solutions tailored for asset and wealth managers. Our services cover standard periodic reports, PRIIPS/KIID, AUM analysis and tailored reporting, providing clear insights into fund performance, composition and risk metrics. Designed as powerful marketing and client servicing tools, our reports help managers enhance communication, improve investor engagement and maintain a competitive edge in today’s dynamic market environment.

23+

years of expertise

10 of 30

top global asset and wealth managers

100K+

client reports produced per month

600+

specialists across domains and technology

Capabilities

Client onboarding

Client onboarding

Enhance operational efficiency and client experience with streamlined client onboarding support for financial institutions

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Client reporting

Client reporting

Tailored reports in UBS, Goldman Sachs, Swisscanto, Skandia, Credit Suisse, fundinfo, and BBVA formats, including institutional ..

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Client portfolio management

Client portfolio management

Tailored solutions for global high-net-worth clients – experience the expertise of our client portfolio managers

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Investment commentary writing

Investment commentary writing

A full suite of investment and fund commentary writing services provided by our team of skilled analysts and CFA-level writers, ..

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Technology and innovation

Enterprise AI

Deploy sophisticated AI solutions that enhance research capabilities and automate repetitive tasks for investment professionals and financial analysts.
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Data and analytics

Unlock actionable insights from financial data using advanced analytics that drive investment strategies and risk management for leading institutions.
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Digital engineering

Develop robust financial technology platforms that integrate seamlessly with existing systems, ensuring regulatory compliance and scalability.
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Cloud

Migrate financial operations to a secure cloud infrastructure that ensures data protection while enabling global collaboration and cost optimisation.
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Digital solutions

Private Markets

AI-powered solutions built for asset managers

Grounded in decades Asset Management expertise, our AI-powered solutions streamline routine workflows, ensure portfolio data is consistent and accurate and support clients in scaling investment operations efficiently.

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Private Markets

AI innovation built for financial intelligence

Agent Fleet represents pure innovation designed with two decades of domain expertise and insights fused with advanced AI. It creates automation that is auditable, compliant and ready to deploy in days, not months.

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Impact stories

Transforming global RFP and DDQ operations through technology-enabled delivery and measurable impact

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Transforming operational delivery across marketing, reporting and investment operations to unlock strategic bandwidth and measurable impact

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Transforming consultant databases, RFPs and client reporting to support global growth and strategic diversification

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Hear from our clients

I really depend on Acuity Knowledge Partners to manage posting all the reports I produce. If I had to do these tasks myself, it would greatly impact my ability to meet the scheduled delivery dates.
Acuity has always been a pillar of support for the business and our relationship dates back to over ten years now. The engagement has grown with the business but also with the general cost conscious focus on the industry as a whole. Please ensure the team is recognized for its tremendous support to this project, but also for the ongoing work it does with our business.

What defines us

Talent

Talent

Experienced pool of Subject Matter Experts (SMEs) with strong capital markets DNA

Technology

Technology

Customised automated solutions based on individual client needs vs. off-the-shelf tools

Capability

Capability

Range of engagement and delivery models to managed skewed work volumes to ensure quality on-time delivery

Our experts

Narendra Babu

Senior Director, Financial Marketing Services (FMS)

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Vimal Tripathi

Senior Director, Financial Marketing Services

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Balaji Ramakrishnan

Managing Director, Head of Business Development, EMEA

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Connect with us

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