Resilience and 4x improved efficiency at Milford Asset Management

The $12 billion firm deployed ActiveDocs to scale their business while maintaining their exceptional standard of customer service.

Auckland March 29, 2021
Milford Sounds peaks against a clear blue sky.

Milford Asset Management, a $12 billion asset management firm in New Zealand, has deployed ActiveDocs to scale their business while maintaining their exceptionally high standard of customer service in the preparation and delivery of their highly personalised investment plans.

ActiveDocs generates investment plans for all of Milford Asset Management’s new clients. Previously, creation of the client documentation took approximately 7 hours. With the new solution in place, the time has been reduced by 75% – a 4x improvement.

Catherine Larsen, ActiveDocs Senior Vice President of Sales said: "It was of the utmost importance to Milford to sustain and even improve the level of service they provide to their clients while moving their core business process towards greater scalability and resiliency. ActiveDocs worked with the team at Milford to help them build the automated template and the integrated solution they needed. Now, after the new process has gone live, the users have full confidence in the automated generation of their investment plans by the ActiveDocs system."

In addition to the efficiency gains, Milford has reduced the time it takes to get tailored investment plans to their clients.

After the initial deployment, Milford are now planning to use the ActiveDocs system to simplify management of regulated disclosure statements that appear on most of their client-facing documents.

Tim Samuels, Senior Manager, ICT and Digital, at Milford said: "ActiveDocs is a piece of technology that we can use across the business. It enables us to rethink the basics and do it better."

For more information, please see the case study, or contact us at


About the Customer

Milford Asset Management

Milford Asset Management is an investment company that has been providing its clients with world class active investment management since 2003. The company takes pride in their long-term staff ownership, and currently holds over $12 billion worth of funds under management.

Visit the Milford Asset Management official website to find out more.


About the Solution


ActiveDocs develops document automation software that makes it easy for large organizations to design templates, and produce the documents they need with the greatest speed, success, and minimum risk.

It’s the confident choice of large companies for document automation success.

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