Learn why investment management organizations like yours trust the Workday platform. Read eBook
Learn why investment management organizations like yours trust the Workday platform. Read eBook
Investment Management Solutions
Upgrade investment management operations with AI.
Workday is the most widely deployed cloud-based financial software in investment management. Why? Because it empowers your firm—and all your clients—to transform at the speed of opportunity.
Why Workday
The power of a unified platform.
Adopt proven AI solutions for financial services to manage risk and embrace every opportunity. Learn how Workday unifies HR, finance, and operations for business agility like you’ve never seen.
Elevating investment management companies.
Unlock opportunities for firms of all sizes.
In investment management, you know just how important it is to not only create value but also sustain it. Workday does just that with solutions and support that grow with you. Learn how we can help you meet and exceed your firm’s unique needs.
Partner Industry Expertise
Solve your business challenges.
Connect with top partners who solve key problems for investment firms with proven Industry Accelerators, and explore solutions on the Workday Marketplace.
For HR
Create the kind of workplace people dream about.
Discover why Workday is the ideal skills development platform for investment management—empowering you to attract top-tier talent and build a highly productive, future-ready workforce.
Streamlined onboarding and simplified its tech stack—driving efficiencies across the global organization.
Transformed the way the organization’s finance teams work, saving a considerable amount of work hours.
Cushman & Wakefield stays nimble with a single, reliable source of data.
Future-ready HR
Fill skills gaps and unlock value with AI workforce planning solutions.
Unite finance and HR.
Improve collaboration between HR and finance to streamline planning and budgeting.
Attract and retain top talent.
Keep pace with evolving skills needs by transforming the way you attract, recruit, and retain talent.
Centralize employee data.
Unify workforce information for real-time insights that help elevate workforce planning and fill skills gaps.
Upgrade talent strategies.
Build a future-ready workforce by modernizing talent models to meet evolving needs.
Featured Products
Transform every area of HR.
Human Capital Management
Experience next-gen HR. Workday Human Capital Management (HCM) and AI streamline operations, helping your teams work smarter, together.
Workforce Management
Simplify workforce management. Consolidate scheduling, time tracking, and absence for any team, anywhere.
Contractor Management
Elevate your contingent workforce. Workday VNDLY VMS streamlines management, from labor to SOW, driving value.
AI-Powered Recruiting
Prioritize talent, supercharge sourcing, and empower hiring managers with HiredScore AI—your key to seamless hiring.
Data-driven Decisions
Better decisions start with rich, unified data.
Datos Insights and Workday show how cohesive data practices can help HR leaders make better decisions, reduce expenses, and create new income sources.
For Finance
Finance that drives operational agility.
Learn how Workday unites your data, offloads labor-intensive tasks, frees up time for strategic work, and makes finance a value-creation lever.
Improved accuracy and slashed costs with Workday Extend.
Enhanced process automation in finance, navigating tricky acquisitions.
Increased employee productivity and reduced costs with one interface for new apps.
Future-ready Finance
Transform finance. Create value.
Accelerate time to value.
Support your teams and see immediate results. With Workday, you deliver more business value, faster.
Drive growth with data.
Get the insights you need to navigate the most challenging investment markets and move your business forward.
Achieve and fuel digital agility.
Overcome inefficiencies and drive growth with intelligent automation and flexible planning.
Join the future of your industry.
Sharpen your competitive advantage with modern tools and data-driven insights.
Featured Products
Transform every area of finance.
Financial Management
Manage finance processes from record to report, procure to pay, and contract to cash.
Accounting Center
Transform business events into financial insights. Automate accounting from front to back office for rich data.
Financial Planning
Implement strategic planning and forecasting tools that keep your bank ahead of the competition.
Contract Intelligence
Increase visibility and transform contracts into actionable data with the power of AI.
Data-driven Decisions
Better decisions start with rich, unified data.
Datos Insights and Workday show how cohesive data practices help investment company finance leaders make better decisions, reduce expenses, and create new income sources.
For IT
Get more from your data.
Put IT on the front lines of innovation and strategic growth in your organization. Discover how uniting your HR, financial, and operational data with Workday can help you improve efficiency, security, AI adoption, and scalability in investment management.
“It’s a one-stop shop with everything accessible in one unified Workday system. We don’t need to try to configure a new tool.”
— Global Director of Finance Systems, Cushman & Wakefield
Future-ready IT
AI built with IT in mind.
Turn data into growth.
Unlock the power of AI while mitigating risk and limiting IT disruptions.
Accelerate digital transformation.
Embrace the power and reward of digital transformation through the power of cloud-based technologies.
Achieve and fuel digital agility.
Upgrade your enterprise data strategy and agility with smart planning and investment tools.
Navigate a shifting landscape.
Weather changes in today’s business landscape with AI-powered finance and human capital management strategies.
Data-driven Decisions
Better decisions start with rich, unified data.
Datos Insights joins Workday to show how cohesive data practices help investment companies make better decisions, reduce expenses, and create new income sources.
See how we help you succeed.