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Administration applications

Pressure relief for outsourced financial service providers

With increasing pressures on service providers to deliver an efficient service whilst facing challenges of increased competition, escalating regulatory compliance requirements and effective risk and reputation management, it is essential that the tools the business uses are effective, agile and adaptable to evolving needs.

Trust & Company

Tailored to the needs of the traditional wealth management sector including Corporate Service Providers and Family office services.

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Fund administration delivers specific functionality related to the demands of the business and client profile.

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Builds on common functionality with automation of the recurring processes and self service delivery of information to the sponsoring employer and pension scheme members.

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Common Functionality

Entity database & lifecycle management

Client & Office Accounting with investments

Secretarial Register database & functions

Compliance & Risk Management 

Time Recording & Fee Billing


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