Our solution is designed to support mutual fund operations across multiple jurisdictions, currencies, and regulatory environments. Built for scalability and compliance, it provides financial institutions with the tools needed to manage complex shareholder services efficiently.
Handles currency share classes, currency FX exposure management, including accounting and settlement.
Support of multiple distribution channels including cross border. Support for multiple valuation points across fund companies.
Maintain detailed shareholder records, relationships and reporting.
A significant uplift in operations to a digital model. Focus on STP and dashboard oversight. Increased automation and efficiency lowers costs further.