The BluePrintBI solution provides a fast and user friendly way to design, maintain and analyse critical business processes. Our platform will enable management control, keep you compliant, and allow you to consistently apply business intelligence. close

Over the past decade, BluePrintBI has worked with a wide range of clients across the asset management industry. Some of our past and current clients include:

Customer References


2015, Chief Risk Officer of Sanlam Investments

“We have implemented BluePrintBI at Sanlam Investments during 2015 in order to achieve consistency in our process documentation, manage inherent risks proactively and also to position our business for future assurance certifications. We are confident that the BluePrintBI solution will support our operations in future change management and efficiency initiatives.”


2014, COO of Momentum Outcomes Based Solutions

“Momentum Outcome-based Solutions (previously known as Momentum Manager of Managers) has recently gone live with the BluePrint Business Intelligence solution, enabling the organisation to accurately and efficiently capture, analyse and act upon their business process information. The solution is being rolled out at all employee workstations, fostering collaboration between divisions and enabling users to see a cross-functional, process-orientated viewpoint of where they fit within the business. The standardised, consistent nature of the data captured within the system will create a solid foundation for future efficiency related projects and is an enabler to certification such as ISAE3402.”


2013, COO of Taquanta Asset Managers

We have received an unqualified Type 2 ISAE3402 report from KPMG during 2013. A year ago this would have been an unlikely achievement. BluePrintBI’s consulting services and centralised knowledge management solution transformed our business in such a manner that we as senior management today have a clear understanding of our business’ operating model, client touch points, knowledge of all inefficiencies, regulatory controls and more. We now make decisions assertively based on accurate information and managing our business proactively with compliance and governance, with associated reporting being a natural outflow.”


2018, Head of Risk and Compliance of Futuregrowth Asset Management

BluePrintBI supports Futuregrowths drive to have business processes maintained in a central repository with risk and compliance management as an integral overlay, facilitating continuous improvement, client centricity and governance.”