Circadian
HQ Address
67 Jermyn Street, London, SW1Y 6NY, United Kingdom
Website Address
Business introduction
WealthTech to run your wealth management middle office
Our technology and focus let you scale your wealth business. You provide the financial intelligence, we capture your middle office operations
Circadian specialises in middle-office data intelligence and reporting to support wealth managers in one of their core responsibilities: building and communicating model portfolios.
Our services support over £3 billion of assets, helping wealth managers streamline insight and reporting:
- Funds ranking
- Model portfolios
- Client documentation
- Client communications
The DFM continues its core, fee-earning bit, researching and choosing the funds for selection into model portfolios for clients. The data intelligence and reporting that follows – the data wrangling of the middle-office – just isn’t profitable for the DFM or IFA. We handle that for you.
All of our tools are highly configurable, so you can easily automate, visualise, and simplify any complex portfolio data. If it's financial data, we'll visualize and communicate it for you.
Circadian Solutions
Quattro
We help your wealth business build, evolve and communicate your model portfolios for clients. Model portfolios Rebalance Model Portfolios simply, quickly and consistently. Funds perform; the world changes. Information drives your world-view and your model portfolios. Populate each rebalanced model portfolio with the very best funds. Factsheets Beautiful, data-led documentation. Present your newly-built model portfolio recommendations using......
