35 Berkeley Square
London W1J 5BF
United Kingdom
Company Number: 09747305
Fund administration
and digital transfer agency
A complete investor register for several fund managers, each with its own brand, connected to legacy and modern systems.
THE CHALLENGE
Many fund managers, one consistent operation
Each firm needs its own rules and client experience, while the operation underneath stays consistent. The register must stay connected to valuations and transactions, with corrections, exceptions and charges handled in one process.
WHAT WE BUILT
What the platform brings together
A complete register
Valuations, adjustments and fees across multiple management companies, all on one register.
Each firm's own brand
Fund-manager interfaces are presented under each firm's own brand, with the same operation underneath.
Works within your estate
Connections to modern and legacy systems let the platform run alongside what is already in place.
case studies
Check Our Case Studies
Our services help solve business challenges. Depending on the problem, we incorporate different solutions. If you’re unsure what your biggest challenge is, check our case studies - maybe you’ll find some similarities.
Sometimes, the problem is more complex and needs a creative approach - we get it. Each client we work with is different, and each solution we come up with is dedicated to the specific situation. Feel free to schedule a call to discuss your challenge.
Equiniti Complaints Management Solution Revamp
performance improvement
J.P Morgan eTrading Responsive Web Application for Retail Investors
product creation
Calastone Minimum Viable Products for Institutional Investors
sales support
Snap-On: Revamping Financial Reporting for Global Auto Distributors
product creation
Questions about how we work
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How do you manage the risk of switching systems?
The platform connects to modern and legacy systems. The new service is built alongside the existing operation. Parallel testing lets your teams check it against live workflows and resolve differences before switching, reducing the risk of disruption at cutover.
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Who owns the system?
You own the work produced for you, including the code and documentation. Ownership transfers in full once the agreed work is paid for.
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What happens after launch?
We can continue developing and maintaining the system, or prepare a handover with documentation and training.