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Asset Management Firm Migrates POC to AWS with Logicworks

A private, independent asset management and investment firm oversees more than $100 billion for families, foundations, and endowments. The firm has nearly 20 regional offices in the world and boasts an industry-leading 10-year client asset retention rate of 98%.

The firm had been working on an AWS transformation for the last two years, but had yet to deploy a single application on AWS. They needed outside help to review their current migration plans, “unstick” their cloud projects, and complete their migrations on-time and on-budget. 


  • Stalled cloud migration was rapidly consuming resources, budget, time
  • Strong desire to migrate to cloud, but many internal stakeholders with different priorities
  • Security and compliance requirements to protect financial data
  • Zero tolerance for downtime or performance issues of any kind during migration


  • Logicworks AWS Migration Service, including assessment, design, and build-out of Proof of Concept environment, including entire security stack
  • Custom CI/CD pipeline design gased on application requirements, unique DevOps practices
  • Provided consultative support for AWS PaaS services, like Amazon Aurora
  • After migration, firm chose Logicworks for ongoing AWS Managed Services


As a result of choosing Logicworks and AWS, the firm was finally able to launch their POC environment on AWS, after years of stalled planning. As a result of the success of that launch, the firm is now “cloud first”, meaning that all future applications will launch on AWS by default. The firm has engaged Logicworks in a consultative role to assist them in evaluating another large project for migration to AWS, which is a serverless development environment that incorporates DevOps best practices so that their developers can easily launch and test new applications.

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