Our Expertise in Financial Services

We know you’re ready to scale but don’t have the time for the heavy lifting. Plative is here to guide you through the technology so you can focus on the business. It’s why so many of the world’s most recognizable financial institutions have trusted Plative to develop, execute on, and manage their ongoing technology roadmaps.

Trusted By


Our Sub-Industry Focus

Institutional Asset
Management

Crypto and Blockchain

Wealth
Management

Insurance

Private Equity and
Venture Capital

Investment Banking
and Advisory

Solutions and Business Outcomes That Matter

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Unlock Forecasting
Models and Pipeline
Visibility

Unlock a deeper understanding of your pipeline and forecasting by partnering with a team of industry experts who understands the immense differences between a wealth manager’s wallet share opportunity, an LP commitment at a hedge fund and a confidential investment memo at a private equity firm.

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Manage Complex
Relationships

Clients, intermediaries, referral sources, sponsors, co-investors, insurance carriers – the list goes on based on your industry. We understand the complex relationships that are common in your business and will build solutions that mirror the way you work.

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Consumer-Grade
Experiences

Have you noticed that most enterprise software is not quite “user-friendly” in nature? We understand that if the technology doesn’t behave as users expect it to, it won’t be adopted. We’ll design a human-focused solution that works how your team expects it to and make logging their activities and updates a proactive and simple motion rather than a recurring chore.

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Security and
Governance

Automate due diligence, conflict checks, investment committee approvals, and other steps that are required for your firm’s governance requirements so your team can focus on what they do best.

We’ll Guide You Through Every Stage of Your Technology Journey

Strategy and Advisory

Strategy first, technology second. That’s the mindset we challenge our clients to adopt, particularly when they need help with a vision. We bring our industry-specific guidance and similar project experience to the table in order to develop a roadmap that aligns with your business priorities.

Industry-Specific CRM and ERP

The problem with most technology solutions is that they’re generic and don’t quite fit with the customer relationship model needed for someone like an investment bank or an asset manager. That’s where our team of industry experts comes in to advise and deploy a solution that re-imagines what CRM and ERP should be from the ground up.

Data Integration and Analytics

Our portfolio of clients spans hedge funds, wealth managers, private equity firms, investment banks, insurance brokerages, and many industries in between. One similarity between all of them is that they have multiple streams of data that are piling in from different sources that need to be seamlessly accessible.

Ongoing Innovation

The real innovation happens after your solution goes live. That’s why Plative has developed a proprietary delivery methodology built to act as a strategic extension of your team that proactively creates and modifies a long-term enhancements backlog and executes along with your team in an agile format.

Check Out Our Insights

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COVID-19 | The Impact on Private Markets

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