Investment Technology Consulting

ABOUT US


In a world where white label products are main stream, we don’t just re-brand, we build tailored solutions designed to set your business apart from its peers and to simplify your client communications.

We build custom software solutions for investment advice businesses. Our solutions are contemporary and, by design, simplify financial investment content for advisers and their clients.

We help our clients deliver discrete information via an intuitive user interface to their clients, and have specific experience with incorporating the following into dynamic, media rich environments.

  • Portfolio valuation data
  • Market data
  • Internal research
  • Notifications and communications.

What we know

We have in-depth knowledge of the financial markets and associated vendor technology.

We understand:

  • The intricacies of portfolio administration platforms
  • Financial market data platforms
  • How to combine portfolio details, market data and your firm’s views into smart apps that enable your users to easily and intuitively access their investment data.

Who we are

We are a team of specialists with more than 35 years experience with financial markets and portfolio technology. Our principal consultant, Hung Do, is a
co-founder of IRESS, as well as a leading contributor to the development of the Praemium “V-Wrap adviser” platform.

We understand both the business and technical sides of the investment advice industry, having often bridged the gap between business requirements and operations, and developing technology solutions.

How we work

We tailor the scope of work for each project, engaging with clients as much or as little as is required. This can extend to auditing current processes, enhancing existing solutions, or creating new ones.

We work with client business rules and are comfortable converting complex, often disparate, systems into one easy-to-use application.

Our aim is to add real value to your online client offerings by giving:

  • Your business - a competitive edge and a vehicle for personalised client communications.
  • Your clients – rich but intuitive platforms for web, tablet and phones for monitoring their financial information, and communicating their portfolio requirements with you.