Asset + wealth management
Asset + wealth management
Scale personalization without sacrificing control.
Empower portfolio teams, stay ahead of evolving regulations, and centralize your golden source—while materially reducing IT overhead.
In a market shaped by fee compression, personalization demands, and regulatory pressure, your data needs to work smarter—not harder. We streamline how you manage reference, client, and product data across front, middle, and back office.
From high-net-worth to high-volume, scale with precision:
Consolidate client, account, and product hierarchies for firmwide clarity.
Ensure regulatory traceability under MiFID II, IFRS, ORX and ESG-related disclosures.
Enable self-service for portfolio managers and product teams—no more IT bottlenecks.
Reduce risk of manual errors across model portfolios and allocations.
Drive margin through better operational control and faster onboarding.
Why we should talk:
Clients expect tailored strategies. That means sharper data across every sleeve, model, and mandate. We make it manageable--and auditable.
Clients expect tailored strategies. That means sharper data across every sleeve, model, and mandate. We make it manageable--and auditable.
Clients expect tailored strategies. That means sharper data across every sleeve, model, and mandate. We make it manageable--and auditable.
Compliance and Confidence
Ensure your ESG, product governance, and suitability data are consistent and compliant--without second-guessing spreadsheets.
Compliance and Confidence
Ensure your ESG, product governance, and suitability data are consistent and compliant--without second-guessing spreadsheets.
Compliance and Confidence
Ensure your ESG, product governance, and suitability data are consistent and compliant--without second-guessing spreadsheets.
Manage cross-entity relationships, joint accounts, managed accounts, wrappers, and tax structures from a single source of truth.
Manage cross-entity relationships, joint accounts, managed accounts, wrappers, and tax structures from a single source of truth.
Manage cross-entity relationships, joint accounts, managed accounts, wrappers, and tax structures from a single source of truth.
Strategic IT Without Tactical Burnout
Free IT teams from low-value requests. Give product and compliance teams governed access to the data they need to move faster.
Strategic IT Without Tactical Burnout
Free IT teams from low-value requests. Give product and compliance teams governed access to the data they need to move faster.
Strategic IT Without Tactical Burnout
Free IT teams from low-value requests. Give product and compliance teams governed access to the data they need to move faster.
