Incremental REVOLUTION
Incrementally deploy key business objects into a trusted SSOT (single source of truth) as a new agile data architecture overlaying and supporting existing IT systems and new Fintech.
Enterprise or Cloud
Flexible deployment options allow full enterprise IT integration or out-source to the cloud or any path in between without future lock-in.
Slash back-office costs
Extensive use of AI and automation eliminates much of the complex and arcane manual back-office practices traditionally employed.
API Applications Program Interface
expose the single-source-of-truth objects to Enterprise and Fintech systems
secure authorised, scalable, reliable and fast real-time access
accurate reconciled, meaningful and consistent data
agile reactivity to new business initiatives

core business objects - Wealth Management
ultimate source-of-truth points for the enterprise
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Investor
the person or persons or entity that owns the investment assets and their associated identifiers and accounts
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Asset or Investment Instrument
each investment asset along with their associated symbol identifiers and specific type attributes and events history
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Positions or Holdings
the quantity, costs and market values of each Asset in an Investor’s portfolio as at historical points in time
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Movements or Transactions
the transactions (Buy, Sell, Deposit, Withdrawal, Income, Fees, Adjustments etc.) including both cash and stock that reconcile the positions
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Manager-Advisor-Dealer Group
the person or persons responsible for the management of the Investor’s portfolio along with their User Access Security credentials