FundNavigator™ is our purpose-built flagship reporting and business intelligence software platform designed to be the foundation of the fund manager's BI requirements. With FundNavigator™, fund admin staff can easily navigate complex data models consolidated from multiple disparate sources, manage master data through user-friendly interfaces and orchestrate the production of reports using our push-button solution.

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ClientConnect™ is our mobile solution offered to fund managers to showcase their funds, products, services and events using their corporate branding and presence on the mobile platform. With ClientConnect™ fund managers can reach their investors and IFAs through mobile apps that are designed with strong emphasis on interactivity and visualisation of complex financial content such as factsheets and investor reports.

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The cornerstone of any effective data warehouse and business intelligence plan is the formulation and implementation of a data integration strategy.

We assist businesess to unify disparate data sources into consistent and readily usable information. Our data integration projects follow our tried-&-tested methodological approach ensuring project success.

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As compliance and business requirements for fund reporting and minimum disclosures evolve, fund managers will need software platforms that adapt quickly and answer competently to the changing requirements imposed on operational processes and reporting systems. Our solutions answer to the ever-evolving data, reporting and business intelligence landscape of the fund management business.

By relying on automated and institutionalised processes enabled through automatic data integration, automated reporting and decision support systems, organisations can buffer against risks of staff turnover and over-reliance on individuals carrying out complex and specialised tasks. Automated solutions also scale which dramatically improves business delivery turn-around times & throughput volumes.

Automated systems don't suffer from "human errors" and are superior to solutions cobbled up manually to answer to operational & regulatory reporting requirements. Automated data integration and reporting solutions allow for rapid error & exception handling, and also introduce tangible benefits of standardisation (non-contradicting content) as well as uniformity of presentation (look & feel from standardised templates).

Effective business intelligence solutions require solid data foundations from which intelligent insight can be extracted. A unfied, consistent, valid and error-checked & duplicates-checked data warehouse is essential as the first building-block for such a higher-level business intelligence solution. Our systems are built with the design principles of centrality, reuse and data consistency across the different layers of reporting, decision support and business intelligence hierarchy of needs.

To gain competitive differentiation in their services and in their communications with clients, fund managers have to maintain rapport with clients through their investment reports or user-driven investment content. The right information balance requires careful consideration when presenting complex content. Our systems are designed to integrate with presentation systems via APIs that aggregate and disseminate fund and investment data at the required level of communication.

The aggregate benefit of an effective automated system is its ability to process more tasks with the same organisational investment in resources. This economies-of-scale advantage translates into time & cost savings not only by reducing the human resource costs, but also through the automated system's ability to adapt quickly and flexibly to changing business processes. Ultimately this frees up valuable time specialist staff once spent on inefficient manual processes.