Operational Alpha, Engineered

Metaframe Solutions

We deliver custom-fit technology solutions to elevate your operations through automation, strategy, and insight.

IT Management

IT Management

Practical infrastructure and security support

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Strategic Technology Leadership

Strategic Technology Leadership

Aligning business goals through strategic advisory

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DashHub Intelligent Agents

DashHub Intelligent Agents

An automation-driven platform enhancing workflows, reports and decision making

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IT Management

We deliver hands-on expertise to build, secure, and optimize your IT environment, ensuring every component—from infrastructure to cloud and hybrid setups—is strategically designed, resilient, and aligned with your business goals.

Key Focus Areas:

  • Infrastructure reviews & planning - Comprehensive assessment of current systems and strategic roadmapping
  • Secure hybrid setups - Creating flexible work environments without sacrificing security
  • Cloud adoption & vendor guidance - Expert advice on selecting and implementing cloud services
  • Foundational security practices - Building robust security protocols from the ground up
  • Disaster recovery readiness - Preparation and planning for business continuity

Strategic Technology Leadership

With extensive expertise in financial services and IT, we provide strategic guidance that empowers confident, informed decision-making — aligning technology initiatives with your business objectives from vendor selection to policy development.

Advisory Support Includes:

  • Financial IT & compliance insight - Navigate the complex landscape of financial technology regulations
  • Security posture reviews - Comprehensive assessment of your current security stance
  • Vendor & product selection - Expert guidance through the evaluation and selection process
  • vCISO engagements for smaller firms - Access executive-level security expertise without the full-time position
  • Policy & training guidance - Development of practical policies for MFA, AI usage, disaster recovery, and more

DashHub Intelligent Agents

DashHub is our in-house AI-driven automation and reporting platform, engineered to optimize financial operations by deploying intelligent agents that reduce friction, accelerate workflows, and transform fragmented processes into integrated, structured systems.

What DashHub Does:

  • Automates key reports & tasks - Turn manual processes into automated workflows
  • Delivers insights in real-time - Access critical business data when you need it
  • Powers up Excel workflows with live data - Enhance your existing tools instead of replacing them
  • Supports compliance, reconciliation, & onboarding - Streamline essential business processes
  • Integrates directly into existing systems - No major infrastructure changes required

Why Metaframe

Discover the advantages that set us apart in delivering technology solutions for the financial industry.

We apply AI with intent — in order to streamline operations and extract meaningful insights, always grounded in your firm's structure and expertise. Combining strategic technology leadership, high-trust IT management, and DashHub Intelligent Agents, we cut complexity, kill inefficiency, and keep your team focused on performance — not process.

Benefits for Asset Managers

Accelerated Workflows

Automate time-consuming data operations — from trade capture and reconciliation to daily or monthly reporting — improving turnaround time and reducing manual effort.

Precision & Control

Built-in transformation and validation ensures high data integrity. Execution is fully auditable, with clear logs and error handling.

Plug-and-Play Integration

Connect seamlessly to custodians, portfolio systems, OMS/EMS platforms, and internal reporting tools — no heavy IT lift required.

Compliance Readiness

Every agent action is logged and traceable, supporting audit trails and internal control requirements.

Adaptive Customization

Agents can be tailored to your specific workflows, naming conventions, data formats, and infrastructure — with minimal code changes.

Built-in Scalability

Whether you're onboarding a new strategy, expanding data sources, or scaling up volume, agents scale with your business — allowing for more automation without compromising performance or oversight.

About Metaframe

Metaframe Technology Solutions helps asset management firms streamline operations, automate reporting, and strengthen IT infrastructure. Our flagship platform, DashHub, uses intelligent agents to eliminate manual workflows across trading, compliance, and investor reporting.

We combine deep industry experience with practical execution. From fractional CTO services to end-to-end automation, Metaframe delivers scalable, secure solutions that grow with your firm.

Connect With Metaframe

Strategic insight. Tailored solutions. Real impact.

info@metaframetech.com
260 Madison Ave 8th floor, New York, NY 10016