AI & Automation in Middle Office: How to Streamline Fund Operations at Scale

As investment firms continue to face increasing complexity in managing large portfolios and meeting regulatory demands, the need for efficient middle-office operations has never been more crucial. With the rise of AI and automation, firms now have the opportunity to streamline fund operations, reduce costs, and enhance scalability.

According to a 2025 Deloitte study, 78% of private equity investors plan to increase their AI investment in the coming fiscal year, underscoring the growing reliance on technology for operational efficiency. By leveraging automation, firms can eliminate repetitive manual tasks—such as data reconciliation, investor reporting, and compliance tracking—that traditionally consume valuable time and resources.

McKinsey reports that firms adopting AI for certain middle-office functions can achieve efficiency gains of up to 70% in workflows such as investment guideline creation and operational oversight. This allows fund managers to focus on higher-value strategic decisions rather than routine administrative work.

At Fundtec, we are at the forefront of this transformation. Our advanced automation platform enables investment firms to optimize middle-office functions like trade processing, portfolio management, and reporting. By integrating AI algorithms, we provide real-time analytics that help managers make faster, data-driven decisions while reducing operational risks.

As firms grow, scalability becomes critical. Fundtec’s next-generation platform is designed to evolve with your operations, allowing you to manage more assets with fewer resources. By minimizing manual intervention, we empower your team to focus on strategic priorities that drive profitability.

For more information on how Fundtec can help streamline your fund operations, visit Global Fund Operations Services.