Investment Management (IM) Pilot

Introducing IM Pilot

The turnkey oversight solution for funds and delegates to efficiently and effectively manage all activities under your supervision.

Overseeing many funds and delegates presents a myriad of challenges, especially when tools and solutions are fragmented and disconnected. That’s why we created IM Pilot.

IM Pilot is a streamlined, efficient and reliable way to monitor all funds under your scope of control. Our integrated solution eliminates the need to juggle multiple systems and their specific limitations on oversight, reporting, recordkeeping, reconciliation and even invoicing.

Whether you’re a management company (ManCo), a depositary bank or another fund service provider, our tool significantly eases your oversight duties. The platform seamlessly consolidates your various processes, providing comprehensive overview and control over your activities.

Additionally, IM Pilot is continuously upgraded to deliver cutting-edge technology tailored to your specific needs.

Embrace a solution that meets today’s demands and tomorrow’s challenges. Choose IM Pilot for a better oversight of your funds and delegates and for operational excellence.

Key statistics

10,000+

sub-funds use our solution

100,000+

transactions monitored per day

10

Deployed in 10 countries and counting

Benefits

Efficient data integration

IM Pilot seamlessly unifies diverse data sources for real-time, comprehensive views and informed decision-making. It consolidates all your data in one place, providing a holistic and accurate overview of your fund operations.

Easy deployment

our solution can be swiftly deployed and integrated into your existing infrastructure, significantly shrinking downtime and ensuring a smooth transition. This lets you quickly reap the benefits without the usual hassles of new system implementations.

Reactive support

our dedicated team is always on standby to address any issues promptly, minimizing disruptions and maintaining operational continuity. You can rely on us for quick resolutions, ensuring your operations run smoothly.

Scalable technology and automation

IM Pilot is a scalable platform designed to support your expanding needs. By leveraging automation, we enhance efficiency and reduce errors, allowing your team to focus on strategic tasks rather than repetitive manual processes.

Fund industry knowledge

thanks to our extensive expertise in the fund management industry, our state-of-the-art solutions are fine-tuned to your operations’ specific demands and regulations.

More about IM Pilot

An essential solution tailored to your needs.

With IM Pilot, Deloitte offers so much more than just a business tool. We also provide ongoing support to maximize your experience and ensure smooth operations.

Thanks to the many companies already leveraging our solution, we constantly gather valuable insights about the market and our clients’ evolving needs. This allows us to refine and enhance our tool to effectively facilitate your operations and address your specific requirements.

By partnering with Deloitte, you gain a reputable tool, a committed team focused on improving your business processes, and a long-term relationship that keeps you outperforming the competition.

IM Pilot in action

Depositary banks
ManCos

IM Pilot helps you seamlessly monitor and fulfill all your depositary duties, providing robust proof of compliance and audit trails across your depositary controls. With flexible data integration, IM Pilot’s comprehensive oversight amplifies your ability to safeguard assets and maintain regulatory compliance.

Senior businessman with tablet, flare and light effects; panoramic banner

IM Pilot offers end-to-end delegation oversight, streamlining reporting and ongoing operational monitoring to minimize risks and boost your efficiency. The platform's scalable automation capabilities simplify the onboarding of new funds and their delegates, reducing manual errors and improving decision-making.

Big data, digital technology, internet network connection, futristic technology background. Man using mibile phobe and laptop and smart city

How IM Pilot works

Import our solution rapidly imports data from diverse sources, significantly reducing manual input while providing flexibility with CSV, XLSX, and XML formats. Delivering high precision through automated data mapping, customizable rules and scalability, the tool ensures minimal errors and reliable performance even with large datasets.
Control IM Pilot provides precise control with custom rules and powerful filtering for various criteria. It effectively manages outliers, seamlessly scales across accounts, and offers real-time insights for better decision-making.
Validation our solution’s efficient search engine and filters quickly find positions and transactions. It streamlines the review and validation process, saving time and ensuring data accuracy. The structured workflow support helps promote data integrity and more informed decisions.
Export IM Pilot allows you to easily export control results to XLSX for convenient handling. It generates detailed daily activity reports and integrates with MIS (Management Information System) for comprehensive insights. Maintaining a complete record of your operations is easy, as the tool delivers transparent audit trails to ensure compliance and efficient archives for storing and retrieving historical data.