Transforming Complexity into Clarity
Asset Management
Asset Management
Alternatives
Wealth & Advisory Platforms
Mavens Cloud brings deep industry expertise to help asset managers respond to market volatility, fee compression, and cost pressures. Our solutions enable clients to do more with less, or more with the same, unlocking efficient growth through clear, data-driven insights.
Each use case below reflects real clients, real challenges and real outcomes delivered. Our unique approach ensures that our clients quickly realise tangible benefits and are able to capitalise on further growth opportunities.
Use Cases
AUM & Net Flow Forecasting
Forecast assets under management and net client flows using market assumptions, client behaviour, and distribution dynamics.
Cost Allocations & Profitability
Allocate shared and indirect costs to products, clients, channels or business units to analyse true profitability and margin drivers.
Stress & Scenario Testing
Assess financial performance and resilience under alternative scenarios, economic shocks, and downside risk events.
Strategic & Multi-Year Planning
Translate long-term strategy into multi-year financial and operational plans, linking strategic initiatives to measurable outcomes.
Capital Planning
Forecast capital needs and deployment over time to support growth, optimise returns, and meet regulatory or policy constraints.
Budgeting, Rolling Forecasts & Planning
Develop integrated budgets and continuously updated forecasts that reflect changing business conditions and support agile decision-making.
Management Fee & Performance Fee Modelling
Model fee income linked to AUM levels, performance benchmarks, hurdles, and crystallisation rules to support revenue management and accruals.
Fundraising, Deployment & Waterfall Modelling
Plan capital raising, investment deployment, and distribution waterfalls to reflect fund terms and investor outcomes.
Operating Expenses & Expense Management
Plan, track, and control operating expenses across departments, enabling better cost visibility, accountability, and efficiency improvements.
20+
Use Cases Delivered in
the Last 2 Years
200m
Reduction in Recurring Operating Expenses Achieved by Our clients
4.9
Trillion AUM Managed by
Our Active Clients
Balanced Scorecard
Combine financial and non-financial KPIs into a unified framework to monitor performance against strategic objectives.
Pricing & Fee Structure Modelling
Design and evaluate pricing and fee structures to optimise competitiveness, transparency, and long-term profitability.
Client Segmentation & Tiering
Segment clients by value, behaviour, and profitability to support differentiated pricing, service, and growth strategies.
Group Recharges & Shared Services
Allocate shared service costs across entities based on usage drivers, ensuring fairness, cost recovery, and governance.
Carried Interest
Model carried interest accruals and distributions across funds, partners, and scenarios throughout the fund lifecycle.
Adviser & Broker Commission Modelling
Model commission structures and incentives to align adviser behaviour with sales targets, profitability, and compliance.
IT Projects and Transformation
Plan, forecast, and track costs, benefits, and delivery timelines for IT investments and business transformation programmes.
Investment Appraisal & Capital Allocation
Evaluate investment opportunities using risk, return, and strategic criteria to guide optimal capital allocation.
Workforce Planning & Headcount Forecasting
Forecast workforce demand, capacity, and costs by role, location, and skill set, aligned with growth plans and productivity assumptions.
Compensation & Incentive Planning
Model fixed and variable compensation, incentive plans, and pay outcomes to balance talent attraction, affordability, and performance alignment.
Treasury & Liquidity
Manage cash flow forecasts, funding requirements, and liquidity buffers to ensure financial stability and operational flexibility.
Transfer Pricing & Intercompany Modelling
Model intercompany transactions, pricing, and flows to support compliance, tax planning, and transparent group reporting.