Cross-Sector FinTech

New generation system with comprehensive end to end features. Administration made easy and cost effective by keeping accurate records of client data, cash flows, transactions, bulk deals, products and accounts.

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CLIENT
MANAGEMENT

All your investors, members and
policy holders in one place…

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ADVISER BOOK
REPORTING

Advisers can see their fees
and client database…

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ADMINISTRATION
AND DEALING

Back office dealing and
bulking made easy…

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FINANCE AND
RECONCILIATION

State of the art
cash management …

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IT SERVICES

Professional solutions that will
suit your budget…

Case Studies

Cross sector implementations of our system running various different solutions on the same platform. From direct investment, insurance, retail unit trusts and employee benefit administration to portfolio management.

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RETAIL UNIT TRUST
ADMINISTRATION

One of our clients saw an
opportunity to expand their
retail fund business…

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PENSION FUND
ADMINISTRATION

Doing member level administration
can be cumbersome and
expensive, not to mention…

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CONSOLIDATED
REPORTING

Combining a clients investments
by getting values from various
providers is not…

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GROUP INVESTMENT
SOLUTIONS

Reconciling monthly
employee investment
schedules can be…

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PERSONAL SHARE
PORTFOLIO

Managing personal share
portfolios on Retirement Funds
is not easy if you want…

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ONLINE INVESTMENT
INFORMATION

Displaying content
on your public website
that changes…

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MODEL PORTFOLIO
MANAGEMENT

We were approached by a
client that managed multiple
model or wrap portfolios…

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MULTI COUNTRY
FUND ADMINISTRATION

Keeping track of
your business in one
country can be…

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ONLINE
AUTOMATION

There are so many different
ways to do the same thing in
the investment space…

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MULTI
CURRENCY
INVESTMENT

Receiving deposits in various
currencies and dealing in
instruments at different…

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FUND
SUPERMARKET
(LISP)

Asset and liabilities
need to match if
you manage…

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LOW COST
RECURRING
INVESTMENT

A client of ours
saw an opportunity
to enter a…

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UNIT LINKED
INVESTMENTS

Managing small legacy book
unit link business on
spreadsheets can become …

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SECTION 12J
VENTURE CAPITAL

Administering shares in
unitised VCC structures
with underlying…

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MULTI-PRODUCT
LIFE INSURANCE

Combining life insurance
and investments into
a single product…

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