Case study · Custom software
Patek Global
Private office · Introductions only
An operating platform for a multi-jurisdictional private office
As Patek Global expanded into additional jurisdictions, AsymiLink Meta was engaged to build the internal systems the office now runs on. The first phase took 11 weeks. Work has continued for two years.
Overview
Patek Global is a private office. It accepts introductions only. Anastas, Director of Operations, is responsible for daily operations, client satisfaction, technology, and the direction of the firm’s products and services.
The public face of the office was not the brief. The brief was the operating platform: internal systems, a client portal, a CRM, and AEXOS on the governance line. Patek Global and AsymiLink Meta co-developed that platform. The firm used the work to restructure how operations run, rather than add software on top of the existing process.
The situation
As the office expanded into additional jurisdictions, compliance requirements increased. Nothing in the existing operation was failing. Leadership wanted the systems in place before that load accumulated.
The office could not present itself as a consumer business. External parties deal with Patek Global, not with the owner. How introductions are processed internally is not discussed publicly.
Market analysis, risk analysis, opportunity analysis, client reporting, consultations and strategy were still carried by the operations team using traditional methods. Report production sat at 2.3 weeks.
“Our team used to rely on traditional methods for market analysis. Now they utilize our co-developed system to analyze the markets on an ongoing basis.”
Approach
AsymiLink Meta was engaged to design and build the internal systems as a single operating platform, then to stay on the work after the first phase. The first phase ran 11 weeks. Consulting and larger projects have continued for two years.
The platform covers the client portal and the CRM. AEXOS sits on the governance line as a second check on the firm’s obligations in each jurisdiction it operates in.
“AsymiLink built our internal systems — the operating platform. We fundamentally restructured our approach.”
What was delivered
- Operating platform
The internal system the office uses for market, risk and opportunity analysis, client reporting, consultations and strategy.
- Client portal and CRM
The client-facing and operational layers of the same platform.
- AEXOS
Governance line. A second line of defence so compliance obligations can be met across multiple jurisdictions.
Results
Previously 2.3 weeks
Operating platform in production
Consulting and further development after the first phase
Second line of defence across jurisdictions
Most reporting and analysis that sat with the operations team now runs on the platform. Report production that previously took 2.3 weeks now takes 11 minutes. The firm’s operating principles did not change. Capacity did.
“AEXOS provides a second line of defence to ensure that compliance obligations are met across multiple jurisdictions. Patek Global, in partnership with AsymiLink Meta, provides the level of certainty and confidence that our clientele demands.”
Client numbers and assets under management are not published on this page, and they are not published by Patek Global.