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Windstream — Investment Operations Alpha
Human-first. AI-Powered.

The C-Suite Partner
to asset managers

We help you structure and launch your strategies, then execute across finance, operations, compliance and more.

Built by operators. Designed for investment managers.
COMPREHENSIVE
SCALABLE
INFRASTRUCTURE
Fund & Firm Launches
Product & Strategy Expansion
Technology Implementation
Process Engineering
Staff Augmentation
Compliance Program Development

Why Managers Choose
Windstream

01

One Integrated Partner

Accounting, operations, compliance and reporting from one team — not a patchwork of vendors.

02

Senior-Level Attention

Direct access to experienced operators who sit alongside your team, not a rotating service desk.

03

Scales with Your AUM

Institutional-grade infrastructure and a cost model that flexes as your firm and strategies grow.

Powering operations across$100B+in AUM
What Windstream Does

One Integrated Partner

Your investment strategy deserves an operating platform built to support it. Windstream brings your finance, operations, compliance and reporting together under one experienced C-suite partner. The result: fewer handoffs, greater efficiency, better visibility and an infrastructure that scales with your business.

You Invest. We Run the Business.

Seamless Transition

A single partner to streamline your operations and eliminate the complexity of multiple vendors.

Accounting & Operations

Integrated accounting, operations, compliance and reporting — all from one team.

Flexibility & Adaptability

An infrastructure and cost model that flexes as your firm and strategies evolve.

Scalable & Cost Effective

Institutional-grade support that grows with your AUM.

Solutions

Launch fast. Scale smart. Stay institutional.

Solutions→
01

Launch Services

OMS/PMSAdministrator SelectionAccounting Firm SelectionBank & Broker SelectionComplianceFund DocsBooks & RecordsDue Diligence QuestionnaireIT Service Provider
02

Finance

Fund AccountingAdministrator OversightFinancial StatementsManagement CompanyBooks & RecordsExpense Management & ControlFinancial ReportingBespoke ReportingBudget / Forecasting
03

Operations

Operational FrameworkProcedures & WorkflowBusiness Process ReengineeringOperational Due DiligenceDDQ Preparation & SupportInvestor SupportDaily Operational SupportReconciliationsBreak Resolution
04

Compliance

Compliance ProgramPolicies, Procedures & TrainingDisaster Recovery / Business Continuity PlanningQuarterly & Annual ReportingSEC ReportingMock Audits / Examination SupportSurveillance & MonitoringMarketing, Investment Guidelines, etc.
AI and Innovation

Human-first. AI-Powered.

The right hands—people or AI—handle the right work. Our C-Suite executives do what only they can do. Our wider team handles the day-to-day execution, supported by custom-built AI agents ensuring speed and consistency, at volume.

The “Right Hands” Principles ties together Windstream’s model with its capabilities.

Learn how AI powers our execution→
Approach

How outsourcing increases margins

Flexibility

Scale your operations up or down without the friction of hiring, training, or infrastructure.

  • Lower costs
  • Reduced complexity
  • After hours support

Productivity

Tap into experienced teams and proven processes to get more done, faster.

  • Focused, high-quality resources
  • Team-based approach
  • Efficient resource utilization

Optimization

Streamline workflows and eliminate inefficiencies so your firm can focus on higher-value work.

  • Maximize functionality
  • Flexible to changing landscapes
  • Extensive industry knowledge
Our Approach

Human. Thorough. Nimble.

Human

Windstream emphasizes three habits: putting the client first, communicating clearly and early, and applying common sense.

Thorough

Technology and AI is used deliberately to remove human error and deliver timely, consistent outputs.

Nimble

Nimbleness is one of Windstream’s core values, and a fitting one given the name: the firm rides the Windstream rather than resisting it.

Our Partners

Strategic Partners

We work with leading strategic partners to deliver best-in-class execution, pricing, and market intelligence for our clients.

LSEG
SS&C
Axioma
FINBOURNE
IVP
Alpha Centrix
HUB
Kayenta
Cassini
Portfolio BI
Meridian Risk Management
StackAI
NYFIX
OSTTRA