Aladdin, eFront and the Whole Portfolio Solution - Case Study
How we helped a global asset manager see what their investment platforms could deliver
The Strata Healthcheck
An Australian-based global asset manager onboarded Aladdin® and eFront as an Investment Book of Record (IBOR) platform, supported by the Whole Portfolio Solution (WPS). They wanted to validate the benefits realised against the outcomes originally intended. The asset manager engaged Strata as strategic advisor to assess the value delivered to date, identify where that value was constrained, and diagnose the root causes behind it.
We ran a Health Check across the business that turned scattered team-level insight into a single, evidence-based view. Leaders got clarity on where Aladdin, eFront and WPS were working, where they weren’t, and what to do about it.
The challenge: a cohesive narrative
Across the front, middle and back-office, people were using Aladdin, eFront and WPS in different ways and raising different points about what worked and what didn’t. This isn’t unusual. Large organisations often have pockets of insight that don’t naturally join up, and it meant leaders lacked a single, reliable picture of how the platforms were performing, or whether they were delivering the value originally intended.
The challenge wasn’t a shortage of information. Fifteen teams across front-office, accounting and operations all had perspectives on the platforms, but no one had brought that feedback together into å the whole business could use. The organisation needed a way to confirm what teams were experiencing, understand which themes mattered most, and turn that into a roadmap the whole business could act on.
The solution: a three phase Aladdin & eFront Healthcheck
Our three-stage process identified operational inefficiencies, data gaps and optimisation opportunities across the firm’s investment operating model.
1. Discovery
Our approach began by assessing the client’s day-to-day reality. That meant reviewing existing documentation, historical issue lists and selected use cases, and spending time with the partner team to understand the context behind them.
From there, we met each of the 15 business teams on site and virtually, walking through a “day in the life” of their function, both on and off Aladdin, eFront and WPS. These conversations gave us a clear sense of how the platforms were used, where they supported the work and where they created friction.
The output was a set of recordings, notes and summaries that captured the organisation’s experience. This became the foundation for everything that followed.
2. Assessment
Discovery material was shaped into something the organisation could use. We played back insights to each team to check accuracy, then organised the issues into categories and themes.
Workflows were reviewed directly in Aladdin, eFront and WPS, looking at production processes, configuration choices and where optimisation might be possible. We also drafted the assessment materials: current state playback documents, heatmaps, team-specific summaries and an early version of the executive report.
This included examples showing what improvements could look like, such as gold copy dashboards or clearer deal pipeline views. These helped teams picture what was possible.
3. Assessment review & executive report
Once the assessment was complete, we met each team again to present a clear view of their current state, show relevant system capabilities and discuss the impact and effort behind each proposed initiative.
Their feedback shaped the final materials. We updated summaries, refined themes and finalised the issue list. The executive report brought everything together: the key findings, the prioritised roadmap and the recommendations to guide the organisation’s next steps.
The Results: a shared view the whole business could act on
Strata’s Health Check gave the organisation something it hadn’t had before: a clear view of how Aladdin, eFront and WPS were performing across the business. Teams saw their own experience reflected accurately. Leaders saw the full picture without losing the detail underneath it.
As we reviewed the assessments collectively across all 15 teams, common cross-functional themes began to emerge, including process handoffs, reconciliations and data quality. These findings gave a clear view across the investment lifecycle and formed the foundation for broader data-quality and workflow-transformation initiatives, among others.
Most importantly, the organisation came away with a roadmap it could act on, built from real workflows and real conversations across all teams. The recommendations were built to drive adoption, improve operational efficiency and get more value out of Aladdin, eFront and WPS.
Key Achievements
- Conducted a full value-chain review across 15 teams spanning front office, accounting and operations, using a bottom-up approach to surface both team-specific and firm-wide findings.
- Produced tailored, team-specific assessment decks alongside Platform Adoption scorecards, giving each team a clear view of its current system usage, tech stack and key challenges.
- Built a consolidated firm-wide adoption view, enabling direct comparison across teams and surfacing common cross-functional themes, including process handoffs, reconciliations and data quality.
- Delivered a prioritised roadmap of initiatives, sequenced by business impact and implementation effort to support investment discussions.
- Brought findings together in an executive report with clear recommendations designed to increase platform adoption and support long-term value realisation.
Looking for the same clarity across your Aladdin, eFront and Whole Portfolio Solution estate?
A Health Check is often the first step into Strata’s wider Centre of Excellence model, giving you the evidence to decide what comes next. Talk to us about an Aladdin and eFront Health Check for your business.
