Waterfall Asset Management. WAM-CAM, end-to-end.
A custom C#/.NET asset management platform built and delivered for an investment firm running $12.5B in AUM. ETL automation underneath it — consolidating data from multiple vendors and formats — with Jenkins CI/CD on the delivery side.
- Client
- Waterfall Asset Management
- Sector
- Finance · investment management
- Location
- New York
- Engagement
- End-to-end platform build (WAM-CAM)
- Stack
- C# · .NET · MS SQL Server · Jenkins · Kanban / Agile
- AUM under platform
- $12.5B
The asset platform underneath the firm.
Waterfall Asset Management runs a multi-strategy investment book and needed a custom internal platform to manage the assets behind it. ShiftCTRL led the end-to-end design and development of WAM-CAM— a custom C#/.NET asset management platform supporting $12.5B in AUM.
The work covered the application layer, the ETL substrate that feeds it, the delivery pipeline that ships changes safely, and the practices the team used to operate it day-to-day.
Four work-streams, run together.
WAM-CAM platform — application layer.
End-to-end design and development of the C#/.NET asset management platform itself. Functionality and scalability scoped against the AUM load and the operational profile of the team using it.
// IMPACT $12.5B in AUM managed against a single, internally-owned platform.ETL automation in MS SQL Server.
An ETL automation framework engineered in MS SQL Server, consolidating data from multiple vendors and formats. Batch processing accelerated; data accuracy improved at the source.
// IMPACT Cleaner data into the platform; faster batch turnaround; fewer manual reconciliation passes downstream.Jenkins CI/CD pipeline.
Optimized the Jenkins pipeline underneath WAM-CAM — streamlining software delivery and removing the deployment bottlenecks that had slowed the team's release cadence.
// IMPACT Releases shipped on a tighter cycle; fewer process-driven delays between merge and production.Agile delivery practices.
Kanban boards and Agile delivery practices put in place across the engineering team, improving day-to-day productivity and project visibility against the AUM-driven priorities the platform served.
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Need a custom asset or operations platform?
If your firm is running on a vendor product that no longer fits — or on no platform at all — the WAM-CAM shape is one we've shipped before. Tell us what your AUM, data feeds, and delivery cadence look like.