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.

Discover new channels to market.

How do you attract new investors in a more digitally-driven competitive marketplace?

Make your fund so 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.

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 clients' 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.

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.

A slick and intuitive digital onboarding experience helps to improve your brand image with new investors.

Client portals, with built-in interactive dashboards and investment management tools, give clients enhanced visibility and control over their investments.

Simple digital workflows make it easier for customers to directly invest in your funds anytime, anywhere.

Instant communication tools, such as chatbots, can be built into the platform to improve client services. Other methods of communication can be integrated and logged directly into the portal with a clear timeline.

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

Seamless, personalised digital customer management.

Onboard, transact with and manage customers in a single solution. The platform can be customised to help streamline all customer touchpoints and processes.

Effortlessly attract new market segmets through a simple digital onboarding experience that assists in lowering your customer acquisition costs.

Ongoing compliance requirements are taken care of through eKYC and eAML.

Effectively grow and manage your customer base through client self-service tools and automation.

Reduce the administration burden by giving investors more control over their profile and investment processes

Easily inform customers about fund updates and market information using interactive and tailored communication tools.

Simplify compliance management using automation.

Built with flexibility in mind, the platform can be adjusted to suit changing compliance requirements. Customer data is automatically captured, verified and stored for ease of use and extraction when required.

eKYC and eAML modules can be tailored for both simple and complex onboarding processes - from retail through to wholesale investor offerings.

Structured workflows with automated alert systems help to efficiently manage ongoing compliance.

Instant access to client data and audit trails helps compliance members meet regulatory requirements more efficiently.

Efficiently manage compliance for a large customer base by using technology to support and enhance standardised workflows.

Are your funds attracting the next generation investor?

Discover where the gaps are in your digital investment experience. Use our latest checklist to build a future-forward digital roadmap for your business using the latest fintech tools.