Our Service
Offering
Specialist Investment Technology and Operations Services
System Selection & Implementation
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Portfolio management and research
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Order management and electronic trading (FIX)
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Compliance
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Performance measurement, attribution and GIPS
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Unit Pricing and Complex Interfunded Structures
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Tax and investment accounting
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Investment systems integration
Automation & Development Solutions
We use development tools to implement our specialist software solutions.
Process Automation & Optimisation
Bespoke query and reconciliation tools
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Microsoft Excel
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Microsoft Power Query
Report Development
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Microsoft Power BI
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Microsoft SQL Server Reporting Services
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Infosheet
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Crystal Reports
Database Development
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Microsoft SQL Server
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Infostore
Data Integration and Transformation Solutions (ETL)
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Microsoft SQL Server Integration Services
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Infoflow
Development Suites
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Microsoft Visual Studio
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Microsoft Office
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LINX and Stadium (Digiata)
Business & Systems Analysis
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We work closely with your business, technical and project teams to understand and assess your changing business requirements.
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We provide experienced, knowledgeable resources to work with all stakeholders to analyse and design appropriate solutions across all investment functions from front to back office.
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We pride ourselves in our industry, knowledge analytical thinking and problem solving skills.
Vendor System Experience
Charles River
Charles River IMS automates front- and middle-office investment management functions across global business lines, asset classes and currencies
HiPortfolio
HiPortfolio a complete Investment Accounting and Asset Servicing solution for investment management operations
Infovest
Infovest’s product offering consists of 3 core products to control the critical steps in managing investment data
pControl
pControl is strategic Business Application Platform (BAP) delivering transformation and integration of Fund servicing
Algorithmics Collateral Solution
Algorithmics Collateral solution helps reduce credit and operational risk with best practice approaches for comprehensive collateral management
Anova
Anova is an award-winning suite of products that combines investment data management, performance measurement and attribution (equity and fixed income) and an Investment Book of Record (IBOR).
Fundamental Portfolio Manager
A functionally rich and versatile Investment Management solution that supports Front, Middle and Back Office requirements.
Intellimatch
Full scale recon tool that can handle high transactions volume, has ETL capabilities and configurable workflow.
FIS APT.
Integrated Risk Management, factor model and simulation engine.
Alchemy
Investment management system used by LibFin and Standard Bank.
Salesforce
Customer relationship management service.
We Integrate With Your Ecosystem
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Business Solutions Architect
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Technical Architect
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Business Analyst
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Systems Analyst
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Developer
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Testing Analyst
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System Support