Integration with retained systems to enable a straight through operating model
We've invested heavily in modern, scalable and flexible technology to provide a future-proof platform for our client partners.
Through the Multrees Compass portal, we provide online transaction and reporting, with a fully automated settlement process.
Your personal and branded digital portal, for an enhanced delivery experience for your customers.
Technology provision can include portfolio modelling and order management, capital gains calculator and CRM tools.
The solution can include technical integration with selected external partners and your in-house applications through support of multiple methods of systems and data integration, from secure file transfer to Multrees Web API.