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