We have deep domain experience and expertise assisting asset managers, asset owners, custodians and platforms implement, execute and deliver change arising from regulatory, customer, operating model and digital disruption including:
Integrated Advisory (IA) specialises in assisting clients implement, execute and deliver complex acquisitions and divestments. Recent engagements have included the divestment by AMP Ltd of AMP Life Ltd to Resolution Life and the divestment by Westpac of BT's Advance Asset Management business to Mercer (Australia). Our proven methodologies streamline transitions, mitigate risks, and ensure regulatory compliance, enabling smooth integration or separation of the businesses. Whether navigating intricate corporate structures or aligning operational frameworks, we deliver tailored solutions that support your strategic objectives.
IA is highly experienced in supporting investment managers, superannuation funds, and custodians through the design and execution of large-scale asset transitions and portfolio restructures. These programs often arise from investment strategy changes, SFTs, mergers, or cost optimisation initiatives — and demand a high degree of precision, coordination, and market insight. Our team brings deep expertise in transition management, investment operations, program execution, and risk management to deliver efficient, low-risk transitions while ensuring investment integrity and equity is maintained throughout.
IA has demonstrable experience in assisting asset managers, asset owners, and platforms implement a change in custodian and/or fund administrators. Our comprehensive approach encompasses strategic planning, meticulous data conversion, and seamless integration, ensuring minimal disruption to your operations. By collaborating closely with your team, we tailor solutions to meet your specific needs, facilitating a smooth migration and enhancing your operational efficiency.
Our expertise in data migration and transformation is underpinned by innovative DevOps practices and cutting-edge automation tools. IA has a strong track record of managing complex data processes. We ensure accurate, secure, and efficient data handling, empowering clients to unlock the full potential of their information systems.
We've assist clients migrate their registry services to many of the leading providers in Australia including Apex, Boardroom, Link, IRESS, and SS&C. IA’s methodical approach minimises downtime and safeguards data integrity throughout the process. By leveraging our in-depth understanding of registry systems, we provide tailored migration strategies that optimise your workflows and enhance client satisfaction.
IA is an industry leader in assisting clients execute large scale asset transitions and/or superannuation successor fund transfers (SFTs) or intra-fund transfers (IFTs). Our robust frameworks and proprietary transition tools, reduce complexity and enhance transparency, ensuring member equity is maintained and providing clear pathways for decision-making and implementation. Recent engagements have included SFT of BT Super members to Mercer Super, the consolidation and simplification of AMP's super business via series of SFT's and IFTs.
IA provides end-to-end expertise in system re-platforming for fund administration and performance systems, including leading solutions like pControl, Ortec and StatPro. Our approach ensures a streamlined transition to modern platforms, improving operational efficiency and reporting accuracy. From initial assessment to final implementation, we help organisations future-proof their technology ecosystems while maintaining business continuity.
Effective testing is critical to the success of change programs, whether delivering new platforms, product changes, or regulatory compliance. IA brings deep expertise in defining and executing robust testing strategies tailored to the needs of investment managers, superannuation funds, and their service providers. We support clients across the full testing lifecycle — from test planning and stakeholder engagement through to execution, automation, and post-implementation validation. Whether it's a platform transformation, data migration, or service provider changes, our structured and risk-aware approach reduces defects, avoids member or investor impact, and ensures regulatory confidence.
We combine deep industry expertise and leading-edge capabilities to go beyond the status quo to help our clients transform and reinvent their businesses.
At IA, we stand firmly behind the consultants we deploy, backing them with our reputation and commitment. With ‘skin in the game’, we hold ourselves accountable for the deliverables and capabilities of our consultants. By taking ownership and embracing accountability, we ensure that your success becomes our success, driving mutual achievement and satisfaction.
