Investment accounting · Systems · Process
Clear systems and sound processes for investment operations.
We help financial services firms get more from their investment accounting: the frameworks behind it, the systems that run it, and the people who rely on it.
We have consulted on automation, training and system deployments, enhancements and decommissioning for organisations including
- JSE
- Standard Bank
- Stanlib
- Liberty
What we do
Five areas, one aim. Most projects combine two or more.
We work where accounting, process and technology meet: a process that depends on a system, a system that needs to change, a team that needs to be ready for it.
- 01
Investment accounting frameworks
Designing and reviewing the rules, structures and controls behind investment books and records.
- 02
Process automation and re-engineering
Removing manual effort and rebuilding processes so they work end to end.
- 03
Systems
Deploying, enhancing and decommissioning the systems your teams depend on.
- 04
Training
Practical training that helps staff use new processes and systems with confidence.
- 05
Custom software
Purpose-built software where an off-the-shelf product does not fit.
How we work
Comfortable with the accounting and the technology, so we can follow a problem from one to the other.
Practical
We aim for changes that people can run, not documents that sit on a shelf.
Plain
We explain things clearly and say what we think, including when the answer is “not worth it”.
Hands-on
We work with the people who run investment operations day to day, and the technology teams who support them.
Apps & ventures
We also build and publish our own software.
Have a project in mind?
Tell us what you are trying to improve. We will say plainly whether we can help.