Grow your business, minimise risk and thrive. Innovative, award-winning financial technology and services, for all sizes of business.
Explore how our solutions can help your business
Meeting the needs of any investment manager
Client & advisor portal
Build and strengthen relationships with a unified digital experience right from the start, that engages your clients and empowers your advisors.
Client & advisor portal
Build and strengthen relationships with a unified digital experience right from the start, that engages your clients and empowers your advisors.
Fund order management
Ensure efficient fund order processing and distribution through automated workflows, so you can manage more clients and high volumes with less effort.
Fund order management
Ensure efficient fund order processing and distribution through automated workflows, so you can manage more clients and high volumes with less effort.
Portfolio management & trading
Empower your front office with a complete solution for portfolio modeling, order creation, monitoring, rebalancing, trading and compliance.
Portfolio management & trading
Empower your front office with a complete solution for portfolio modeling, order creation, monitoring, rebalancing, trading and compliance.
Portfolio accounting & reporting
Integrate your portfolio management, accounting procedures, CRM and reporting – all in one solution.
Portfolio accounting & reporting
Integrate your portfolio management, accounting procedures, CRM and reporting – all in one solution.
Data management
Count on accurate and timely data for your entire investment lifecycle, managed through a single platform.
Data management
Count on accurate and timely data for your entire investment lifecycle, managed through a single platform.
Outsourcing
Increase efficiency and scalability with cloud-delivered technology and outsourced services.
Outsourcing
Increase efficiency and scalability with cloud-delivered technology and outsourced services.
Workflow management
Reduce operational risk with robust exception management and data governance workflows.
Workflow management
Reduce operational risk with robust exception management and data governance workflows.
Investor servicing
Simplify accounting and investor servicing with support for unlimited fund structures and flexible fee calculations.
Investor servicing
Simplify accounting and investor servicing with support for unlimited fund structures and flexible fee calculations.
Fund accounting
Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.
Fund accounting
Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.
Revenue management
Get bills out quickly and invoices in faster by streamlining your billing and revenue processes.
Revenue management
Get bills out quickly and invoices in faster by streamlining your billing and revenue processes.
Research management
Harness your firm’s collective knowledge with an organized and centralized investment research depository.
Research management
Harness your firm’s collective knowledge with an organized and centralized investment research depository.
Margin & finance management
Minimize costs with full transparency into margin and fee calculations.