AlphaScaled Launches Institutional Investment Governance Platform for SMA and Managed Accounts

# AlphaScaled Launches Institutional Investment Governance Platform for SMA and Managed Accounts

**London-based FinTech introduces a governance-first operating platform combining augmented intelligence, manager due diligence and human-led institutional investment oversight.**

**LONDON, UNITED KINGDOM — 6 November 2026** — AlphaScaled Technology Limited has announced the production launch of its institutional investment governance platform, designed to support outsourced chief investment offices (OCIOs), family offices, institutional allocators and investment managers.

The London-based FinTech and RegTech company has developed a unified operating environment bringing together investment and operational due diligence, performance and risk oversight, secure documentation, manager evaluation and institutional review workflows.

The launch marks AlphaScaled's transition from technology development into institutional participation, including the opening of its inaugural systematic investment manager evaluation programme.

## Transforming Institutional Manager Due Diligence

Institutional investment due diligence has traditionally involved extensive information gathering, document examination, performance analysis and operational assessment.

Investment managers may supply hundreds of pages of supporting materials, including investment questionnaires, performance records, risk policies, compliance documentation and independent service-provider confirmations.

Reviewing and reconciling this information can require weeks or months of manual administrative effort.

AlphaScaled is developing an augmented intelligence approach through **Alpha IQ™**, designed to accelerate the initial assessment and organisation of investment evidence while maintaining human responsibility for professional judgement.

Machine-assisted workflows are intended to identify relevant information, map documentation against institutional due diligence requirements, highlight missing evidence, flag inconsistencies and organise matters requiring further investigation.

This approach creates the potential to reduce aspects of initial evidence assessment from lengthy manual processes to minutes, depending on the quality and completeness of the information supplied.

However, completing an initial evidence assessment in minutes does not mean completing the full due diligence process in that time.

Independent verification, operational reviews, manager interviews and investment committee approvals remain essential.

**Technology accelerates the evidence. Experienced professionals make the decisions.**

## An Institutional Operating Platform Built Around Governance

AlphaScaled has been designed to provide separate but connected operating environments for institutional participants.

**Allocator and OCIO Platform**

Institutional allocators can organise manager information, conduct structured due diligence, review performance and risk evidence, track outstanding questions and maintain documented governance records.

**Manager Platform**

Investment managers can present their investment strategies, performance records, operational documentation and institutional mandate capabilities through controlled, permissioned workflows.

The platform is designed to protect proprietary investment information while enabling appropriate institutional transparency.

**Professional Partner Platform**

Authorised service providers and professional partners can participate in defined governance workflows, subject to appropriate access permissions.

Across these environments, AlphaScaled aims to improve the consistency, transparency and accountability of institutional manager evaluation and ongoing investment oversight.

## November 2026 — Systematic SMA and Managed Account Pilot

Following the production launch, AlphaScaled is inviting selected systematic and quantitative investment managers to participate in its inaugural institutional evaluation programme.

The company is particularly interested in managers offering **Separately Managed Accounts (SMAs), Managed Accounts and bespoke institutional investment mandates**, supported by strong, verifiable performance records and appropriate operational capabilities.

The evaluation universe includes:

- **Equities:** Quantitative equity, factor investing,