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Supporting Advisory Life Cycle

Professional Services

The dynamic environment requires enterprises to dynamically innovate with advance services. We Change, Transform, Innovate, Scale your existing services to implement, maintain and enhance your technology tools for the ease of business and lets you focus on your core activities.

Custom Development

We leverage our full potential and our expertise of Wealth management domain to handle the complex multidimensional organization’s needs by developing Robust and dynamic software applications that are designed to address all your special requirements, all in all increasing productivity level and efficiency.

PMS Reporting Development

Require customized reporting within Advent Geneva, APX, AXYS or any other PMS?
We have the expertise to develop even complex performance reports with some amazing key features.

Questionnaires Approach

We ask you questions around your business requirements to understand better, thereby delivering apt solutions.

Secure

We can even work on your network with VPN and let you own control over access.

Reporting Packages

Receive indexed reports containing multiple individual reports.

Swift Delivery

Expect your reports as early as 2 weeks, much quicker than industry standard 45 days; No queue or waiting time before implementation, unlike big

Performance Reporting

In Geneva and APX.

Minimize Your Costs

We follow cost efficient competent pricing..

Skip The Huge License Fee

We provide you reports for SSRS/APX even if you do not have the license.

Free Maintenance Plan

Unlimited edits to your customized reports for one year.