Our Services

finCREATE provides strategic advisory across the full operating model of investment businesses, from diagnosis and design through to execution. Engagements are tailored to the needs of funds, platforms and financial advisory firms navigating growth, complexity or change. Our work spans front-, middle- and back-office functions, ensuring strategy is grounded in operational reality and can be executed at scale.

Operating Model & Strategy

Designing scalable foundations for growth.

  • End-to-end operating model assessment
  • Identification of structural and execution constraints
  • Distribution and growth strategy
  • Target operating model design

Distribution
& Go-to-Market

Designing how growth is delivered.

  • Distribution strategy and coverage models
  • Go-to-market planning and execution
  • Product positioning and launch readiness
  • Sales operating rhythm and performance management

CRM Architecture & Sales Enablement

Designing systems that support execution.

  • CRM architecture and optimisation
  • Sales workflow and pipeline design
  • Reporting frameworks and performance metrics
  • Enablement aligned to operating cadence

Ongoing Strategic Advisory

Supporting execution as a trusted partner.

  • Advisory blocks or day-rate support
  • Embedded strategic advisory
  • Execution oversight and refinement
  • Senior-level decision support

Domain Expertise

Informed by real-world operating environments

Our advisory is underpinned by deep understanding of the systems, processes and constraints that sit beneath investment businesses. This operating context ensures recommendations are practical, commercially viable and executable.

Back Office

  • Fund accounting and unit pricing
  • Trade processing and settlement
  • Custody models and provider oversight
  • Reconciliations and operational controls

Middle Office

  • Performance and attribution reporting
  • Risk, compliance and governance 
workflows
  • Data integrity and reporting frameworks
  • Platform and vendor integration

Front Office &
Sales Execution

  • Distribution operating models
  • CRM platforms and trading platforms, such as IRESS and Bloomberg
  • Sales pipeline management and reporting
  • Go-to-market execution and operating cadence

Where we operate

Exchange-traded funds (ETFs)

Listed investment companies (LICs)

Listed investment trusts (LITs)

Crypto and digital asset ETPs

Alternatives and private markets entering the listed channel

New issuers entering the Australian market

finCREATE’s focus is to drive sustainable growth.

Our extensive experience across back- and middle-office functions informs how we assess the broader funds management and advice landscape and is used for how we assess the growth constraints and trajectory of your business.

Is your operating model aligned across front, middle and back-office?

To explore how finCREATE can help you manage, grow and protect your wealth, contact our team for a confidential discussion.