Client and holdings record
Portfolio, custody and CRM data reconciled into one view of each client's positions.
Industry focus
Wealth and asset management platforms
We give portfolio, CRM and settlement teams one agreed view of every client's holdings.
Wealth and asset managers run portfolio, CRM and settlement systems that rarely agree on a client's position. We connect them around one client and holdings record, automate settlement and corporate-action workflows, and give advisers tools that show suitability and risk alongside the portfolio.
Suitability and client classification follow securities regulators such as the DFSA and ADGM's FSRA in the UAE and the Capital Market Authority in Saudi Arabia, so adviser tools record the checks each regulator expects.
What the work involves
Settlement workflows
Trade, settlement and corporate-action steps automated, with exceptions routed to operations.
Adviser tooling
Suitability checks, risk profiles and meeting notes available where advisers work.
Signs you are ready to start
Risk committees and internal audit ask for evidence at every stage, so these points are best settled before work starts.
- The system that holds the official client position is agreed.
- Custodian and broker data feeds can be reached for testing.
- Suitability rules are documented by the compliance team.
Talk to us about wealth and asset management platforms
Share where you are today and the dates that matter. We will propose a first phase with clear scope, owners and costs.