Maximise client revenue potential
Our centralised platform enables investment managers to maximise revenue potential through automated fee calculations and real-time commercial insights.

Centralised mastering
Master all distributor relationships and operational facts with metadata, legal entity reporting and CRM integration.

Managed services
Professional implementation and ongoing support from data analysts and project managers with years of global experience.

Revenue intelligence
Drive pricing strategy with daily new sales revenue insights, data-driven negotiations and client tiering capabilities.

Automated calculations
Monitor payment obligations and ensure accurate rebate calculations with term auto-matching and status tracking.

Global coverage
Capture institutional and intermediary terms centrally across rate types, payment schedules and temporal requirements.

Native integrations
Seamlessly connect with enterprise systems through secure integrations with flexible authentication and real-time monitoring‍.