A software development company with an innovative approach in developing exceptional software as modules for the wealth management industry.
Combining our deep knowledge of software development and the wealth management industry, our modules allow our clients to focus on growing their business, adapting to change and servicing their clients. We design, build and test using cutting edge technology to ensure speed of delivery is combined with market leading quality.
" See things in the present, even if they are in the future. "- Larry Ellison, Oracle co-founder -
COBALT provides an independent cost base calculation engine for retail investments. It works by ingesting periodic updates of investor details, assets, corporate actions, distributions and any other information that goes towards the calculation of the cost base of investments. This data is presented via an interactive user interface, providing full breakdown of all aspects of a client's cost base.
SSAD is the ultimate Asset Mastering system that solves the problem of many instances of asset and trading data across a Wealth Management company. It supports automated market data updates, flexible validation and workflow rules. This tool provides a guaranteed delivery message layer to synchronise all asset data sources.
As wealth management companies compete for market share, charging structures can become complicated and can take hours, if not days, to calculate. Our Charge Calculation Engine offers blisteringly fast calculations which can be synchronised to your existing systems.
TierDrop is a hugely innovative independent service that calculates the performance of discretionary managed portfolios including highlighting those that have depreciated by 10% as per the MIFID II guidelines. A choice of industry recognised calculation algorithms are available to DFMs, Advisers and Platforms, including Simple Dietz, Modified Dietz, the ESMA suggested method and the highly accurate Internal Rate of Return (IRR).
Charge Def is highly flexible service that enables Wealth Management companies to create and maintain fees and charges outside of their core system. This offers flexibility to accommodate new charge structures without signification system enhancement. Integration is key to this service as it can be coupled with our ultra fast Charge Calculation Engine and Clients existing systems to provide a seamless end to end charge process.
Ray has a long history within the Wealth Management sector. He was a founding partner of InfoComp from the late 80s and which became the Wealth Management division of GBST in 2007. He was the principal architect of the leading wealth management platform Composer that is used by many organisations throughout Australia and the United Kingdom.
Peter has several decades of software engineering experience in a variety of industries. He has developed life critical applications with 99.999% uptime guarantees. He has a passion for automation of the software lifecycle and implementing software engineering best practices.
Tim brings with him over 11 years experience in the funds industry. His roles have been in Sales and Relationship management where he contributed to the success of Europe's leading funds order routing system. In recent years his focus has been on bringing further automation to the UK funds market focusing on settlement and reconciliation across Fund Platforms, Wealth Managers and Fund Management Companies.
Jon is based in the UK and is the Head of Service Delivery, with focus on the smooth implementation of projects and support of Production services for their clients. He has over 20 years' experience in Technology roles within Financial Services. He has successfully delivered change and implemented DevOps and Service Management capabilities for a number of key Platform providers.
Rob has several decades of software product development experience in leadership and technology roles across a variety of industries. He is a Certified Scrum Professional (CSP), and has a passion for working with agile teams, collaboratively developing products that solve customer problems.
Mike is based in the UK and has over 20 years experience in the Financial Services industry. His career started within major UK life assurance companies to more recently playing an integral role in a number of large software implementations within the UK Platform sector. He’s focused on the creation of innovative new products and ensuring a smooth implementation of these to our Clients.
John has several decades of experience in various hands on, leadership and entrepreneurial roles within the Information and Communications Technology (ICT) industry, primarily in the development, commercialisation and delivery of custom hardware and software around the world. A certified Prince 2 Practitioner, he appreciates both the technical and business aspects of delivering world class solutions.