35 Berkeley Square
London W1J 5BF
United Kingdom
Company Number: 09747305
Money market & cash
investor portal
Cash investors deal and see their positions online, while the operator controls the fund range, users and branding.
THE CHALLENGE
A new brand or report should not be a new project
A new client brand, language or reporting requirement can become another technology project. In the US public sector, accessibility and state-specific rules also have to be built in.
WHAT WE BUILT
Modern access, legacy kept in place
Mainframe replaced, transfer agency kept
The portal replaced mainframe-based investor infrastructure while the existing transfer agency remained in place.
Branded instances, self-service users
The operator runs several branded client instances, and client administrators manage their own users and features.
Accessible from the start
Accessibility covered every screen and document, to WCAG 2.1 AA and state rules, delivered in six months across four US states.
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?
On the cash portal, we deployed beside the existing systems and ran successive rounds of user acceptance testing on production data before the switch. Your teams check the new service against live workflows and resolve differences first, which reduces 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?
Authentic can continue developing and maintaining the system, or prepare a handover with documentation and training.