Pertama Partners
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AI Services for Asset Management

Our AI services for asset management firms are designed to enhance investment performance while maintaining fiduciary standards and regulatory compliance. From alpha discovery workshops to production-scale portfolio optimization systems, each engagement model addresses the unique demands of investment processes, data integration challenges, and client reporting requirements that define the asset management industry.

Service Tier

Showing 7 of 7 services

Discovery & Strategy

Start with strategy workshops to identify opportunities and build your AI roadmap

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Discovery Workshop

Map Your AI Opportunity in 1-2 Days

A structured workshop to identify high-value AI use cases, assess readiness, and create a prioritized roadmap. Perfect for organizations exploring AI adoption. Outputs recommended path: Build Capability (Path A), Custom Solutions (Path B), or Funding First (Path C).

1-2 days
Starting at $8,000
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Pilot Programs

Test AI solutions with focused pilot programs before full deployment

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30-Day Pilot Program

Prove AI Value with a 30-Day Focused Pilot

Implement and test a specific AI use case in a controlled environment. Measure results, gather feedback, and decide on scaling with data, not guesswork. Optional validation step in Path A (Build Capability). Required proof-of-concept in Path B (Custom Solutions).

30 days
$25,000 - $50,000
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Full Rollout

Scale successful pilots across your organization

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Training Cohort

Build Internal AI Capability Through Cohort-Based Training

Structured training programs delivered to cohorts of 10-30 participants. Combines workshops, hands-on practice, and peer learning to build lasting capability. Best for middle market companies looking to build internal AI expertise.

4-12 weeks
$35,000 - $80,000 per cohort
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Implementation Engagement

Full-Scale AI Implementation with Ongoing Support

Deploy AI solutions across your organization with comprehensive change management, governance, and performance tracking. We implement alongside your team for sustained success. The natural next step after Training Cohort for middle market companies ready to scale.

3-6 months
$100,000 - $250,000
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Custom Engineering

Custom AI solutions built specifically for your needs

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Engineering: Custom Build

Custom AI Solutions Built and Managed for You

We design, develop, and deploy bespoke AI solutions tailored to your unique requirements. Full ownership of code and infrastructure. Best for enterprises with complex needs requiring custom development. Pilot strongly recommended before committing to full build.

3-9 months
$150,000 - $500,000+
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Funding & Investment

Access to AI-focused investment and financing options

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Funding Advisory

Secure Government Subsidies and Funding for Your AI Projects

We help you navigate government training subsidies and funding programs (HRDF, SkillsFuture, Prakerja, CEF/ERB, TVET, etc.) to reduce net cost of AI implementations. After securing funding, we route you to Path A (Build Capability) or Path B (Custom Solutions).

2-4 weeks
$10,000 - $25,000 (often recovered through subsidy)
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Training & Enablement

Ongoing training and support to maximize AI adoption

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Advisory Retainer

Ongoing AI Strategy and Optimization Support

Monthly retainer for continuous AI advisory, troubleshooting, strategy refinement, and optimization as your AI maturity grows. All paths (A, B, C) lead here for ongoing support. The retention engine.

Ongoing (monthly)
$8,000 - $20,000 per month
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Not Sure Where to Start?

Let's discuss your current AI maturity and recommend the right engagement to help you make progress in Asset Management.

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