Your Intelligent Front-to-Back Solutions.
Services designed for investment managers by investment managers.

OUR SOLUTIONS
MANAGED
FRONT-TO-BACK
SERVICES

Outsource your investment operations with LakeStream BI LLC to streamline processes, reduce costs and enhance operational efficiency.

OUTSOURCED COO
Our Outsourced Chief Operating Officer (O-COO) services are designed to enhance the operational efficiency and strategic direction of investment firms.

CONSULTING
Our tailored consulting services are designed to support investment managers in navigating challenges and maximizing opportunities.
OUR STORY
We are veterans in the asset management industry with extensive experience in both large and small firms in Switzerland and internationally. Our core belief is in leveraging technology to optimize decision-making and operational workflows across the entire investment lifecycle. We specialize in implementing and optimizing state-of-the-art portfolio management systems, integrating and managing front-to-back operations, managing interfaces and data feeds, and developing comprehensive reporting and user dashboards in order to create efficiencies for the buy-side.
80+
combined years of industry mastery
$6,5B+
assets managed & overseen through soutions designed by the team
ASSET CLASSES SERVICED


