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Software For The Rapidly Evolving Financial Services Industry

Our Integrated Systems


Back End Solutions
to support your in-house operation
Front End Solutions
delivered white-labelled from your website
Deposits
General Ledger
Assets
CRM
Funds
Lending
Digital Onboarding
Investor Portal
Borrower Portal
Back End Solutions
to support your in-house operation
Deposits
General Ledger
Assets
CRM
Funds
Lending
Front End Solutions
delivered white-labelled from your website
Digital Onboarding
Investor Portal
Borrower Portal

Unitise

Funds Management

  • Deal with big data effortlessly
  • Improve customer service
  • Simplify reporting and compliance

Infuse

Lending Management

  • Web-based with built-in CRM
  • Paperless document management
  • Comprehensive user security rules

Driven

Online Investor Portal

  • White-labelled technology
  • Secure and scalable
  • Designed for both investors and advisors

Applicate

Digital Investor Onboarding

  • End-to-end digital experience
  • Electronic ID verification
  • Digital signatures

Balance

Deposit Management

  • Money management made simple
  • A highly scalable solution
  • Save time on reporting and compliance

Relate

Relationship Management

  • Fully integrated CRM
  • Purpose-built and industry-specific
  • AML/KYC Compliant

Compass

General Ledger Accounting

  • Modern, web-based ledger
  • Comprehensive reconciliation tools
  • Integration with the rest of our suite

Position

Asset Management

  • Register operating leased assets
  • Automated depreciation postings
  • Built-in document management