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Intelligent fund manager software.

Seamlessly manage and engage with customers through our integrated fund manager software. Automation and digital workflows improve the customer experience, while efficiencies support your business growth.

FUND MANAGER PLATFORM MOBILE Account Type Mobile
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Discover new channels to market.

What is the trick to capturing a generation of investors that has better access to information and tools to help them make their own financial decisions?

Make your fund so digitally intuitive, informative and engaging that they'll stop looking elsewhere. Our digital fund manager software enables your business to service new customers online – anytime, anywhere.

Helping you grow in a more sustainable, flexible and cost-effective way.

Experience the 4 key growth drivers with our white label fund manager software:

Empower investors and advisors by giving them full control to directly invest into your funds through intelligent digital onboarding and online investment tools.

Insightful engagement tools, such as forecasting models and calculators, give investors powerful information to help support their investment goals.

Develop an intimate understanding of your client' s behaviours and needs through robust data analytics, giving you the confidence to improve sales pipelines and cycles.

Drive an agile business and reinforce the bottom line by saving time and money through process efficiencies.

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  • Empower investors and advisors by giving them full control to directly invest into your funds through intelligent digital onboarding and online investment tools.
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  • Insightful engagement tools, such as forecasting models and calculators, give investors powerful information to help support their investment goals.
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  • Develop an intimate understanding of your clients' behaviours and needs through robust data analytics, giving you the confidence to improve sales pipelines and cycles
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  • Drive an agile business and reinforce the bottom line by saving time and money through process efficiencies.
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Provide a uniquely engaging investment experience.

Delight and excite customers through mobile responsive digital engagement tools. Our fund manager software gives investors the flexibility and transparency they demand.

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  • A slick and intuitive digital onboarding experience gives investors a great first impression, giving them the confidence to build trust with your brand.
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  • Client portals, interactive dashboards and investment management tools allows clients to view and alter their investments to achieve their financial goals
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  • Simple digital workflows makes it easier for customers to directly invest into your funds anytime, anywhere
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  • Give clients the on-demand service they need through interconnected channels of communication that enhances and supports client relationships.
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  • As an optional value-added service, consider offering a digital advice channel to your clients. Intelligent algorithms and workflows support your customers at different stages throughout their investment journey
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Seamless, personalised digital customer management.

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Effortlessly manage compliance requirements in our comprehensive fund manager software solution. Built with flexibility in mind, our fund manager software allows compliance managers to keep abreast of new regulation changes.

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  • Effortlessly attract new market segmets through a simple digital onboarding experience that assists in lowering your customer acquisition costs.
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  • Ongoing compliance requirements are taken care of through eKYC and eAML.
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  • Effectively grow and manage your customer base through client self-service tools and automation.
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  • Reduce the administration burden by giving investors more control over their profile and investment processes
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  • Easily inform customers about fund updates and market information through regular, interactive, and tailored client communication tools.

Simplify compliance management using automation.

It's now easier than ever to manage compliance requirements in a single, comprehensive solution. System flexibility allows compliance managers to keep abreast of new regulation changes.

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  • Be confident knowing that information is automatically captured, verified and updated through eKYC and eAML functionality - all in a matter of seconds.
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  • Efficiently manage ongoing compliance through automated alert systems that are integrated into structured workflows.
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  • Easy access to client data and audit trails gives compliance members complete control and confidence to meet regulatory requirements.
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  • Seamlessly manage compliance for a large customer base by using technology to support and enhance standardised workflows.
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Are your funds attracting the next generation investor?

Download our latest checklist to build a future-forward digital roadmap for your business using the latest fintech tools. Discover where the gaps are in your digital investment experience and understand the urgency behind digital adoption.

Empower your customers and simplify the investment process. Our white label fund manager software is developed to help you drive a customer-centric and agile business.

Download the fund manager solution brochure below.

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