What we do
- Collect, process and record transactions and corporate actions.
- Automated accounting – integrated with cloud based accounting software.
- Integration with Morningstar and Infront – updated market values.
- Seamless and automated reporting.
- Tax classification.
- Dynamic and adapted.
What you achieve
- Total reconciled deposit.
- Improved decision base.
- Reduced hourly consumption at accounting and tax issues.
- Allocation and risk.
- Dynamic reporting
- Mandate control.
- Cash forecast (investments).
- Automated nominee settlements.
- ESG reporting.
- Real estate module.