#4 Technology

 

We've invested heavily in modern, scalable and flexible technology to provide a future-proof platform for our client partners. With technological change occurring at an exponential rate, we're committed to continued investment and innovation.

Your personalised and branded digital portal, for an enhanced delivery experience for your customers.

Accommodates multiple entities, with in-custody and external custody accounts.

Technical integration with selected external partners and your in-house applications.

We support multiple methods of systems and data integration, from secure file transfer to Multrees Web API.

Portfolio modelling and order management, capital gains calculator and CRM tools.

Online transaction and reporting, with a fully automated settlement process.

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How we deliver Technology

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How we deliver Technology

Our specialist robust technology solutions are developed around the needs of our clients. Utilising best-in-class software, institutional broker integration and supported by specialist operational teams.

  • Scalability to manage assets from a single platform
  • Straight-through processing for consistent and timely execution
  • Wide range of messaging formats, for efficient automated integration
  • Fully SWIFT capable for real-time trade tracking and updates
  • A full audit trail for order creation
  • Proven integration skill set to utilise your own technology

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Your Technology needs, our solution

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Your Technology needs, our solution

Your challenge

You require modern portfolio and order management tools to efficiently run your business.

You need to have information from your internal systems integrated into the platform you operate with and to pull in further critical data from third-party product and service providers that hold assets for your customers.

You also need to cleverly and efficiently deliver information and reporting to your team and to your customers.

Your own IT resource has a limited skill set and is focused on maintaining your internal infrastructure.

Our Advanced Answer

Multrees is committed to maintaining a best-in-class IT architecture that keeps our business and yours ahead of the technology curve.

Through Multrees Compass, you have access to optionally available investment management tools that are fully integrated into our modern agile technology stack.

Our state-of-the-art messaging layer, combined with our strong skill set in integration and interfacing, enable you to utilise your own retained technology, such as CRM and performance databases.  Additionaly, data from external third parties can be efficiently imported onto the platform.

These tools and your required internal and customer reporting can be delivered via your own branded digital delivery platform, supported by Multrees technology.

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Key benefits for you and your customers

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"Multrees at a glance" includes all products and services.

Key benefits for you and your customers

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Bright people + technology + delivery Call us on 0131 247 5000

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