As Outsourced Chief Investment Officers (OCIOs) services continue to gain traction in the investment world, scalability becomes a critical concern. Investment professionals are increasingly relying on those providing OCIO services to manage complex portfolios. But for the OCIO service teams there are challenges in taking the detailed, customized work done for one client and efficiently replicating it across many. This article explores the scalability challenges faced by OCIO service teams and how software solutions can address these issues.