The wealth management industry
The financial services industry is tough, fast moving and under stringent regulatory constraints.

Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of on premise and cloud software that often come with inconsistent data and waste of resources.

Empower users to make better decisions faster

• Reporting and analytics in a familiar environment
• View data inside Excel or Microsoft Power BI
• Access dashboards and reports on the web or from a mobile device
• Eliminate any need to understand the underlying data structure
• Gain valuable business insight from day one

Integration is the way forward

• Turn you multiple disconnected systems into one
• Boost efficiency with automated tasks and workflows
• Get a complete picture of the business
• Ease up administration and security management

Rapid time-to-value

• Familiar interfaces, industry standard user experience
• Start from a standard template setup with 'RapidStart' tool
• Local country specific localisation includes local regulatory requirements
• Customer proven and Microsoft certified solution
• Customisable to meet the most demanding financial business needs