Integrated front-to-back office platform with a centralised data store, scalable and reliable portfolio accounting, benchmarked performance measurement, white-label client/RM portals.
Faster month-end packs, reduced breaks, consistent advice and governance - all supported by a reliable and efficient back office and digital workflows that connect clients and Advisors / RMs.
Integrated front-to-back office coverage with order management, pre/post-trade compliance, reliable back office operations and reconciliations.
Seamless trade order management, precise fee and billing calculations, and timely distributor and client reporting - all supported by a reliable and efficient back and mid office.
Integrated fund administration with end-to-end fund accounting and investor registry, covering calls, distributions, performance fees and regulatory packs.
Timely NAVs, clean audits, investor transparency - delivered through a reliable and efficient back office.
Integrated front-to-back office support for multi-asset accounting with look-through into funds/SPVs and consolidated reporting.
One truth across banks, brokers, and entities; simple, on-demand reporting for principals - backed by a reliable and efficient back office.
Kirit has about three decades of experience in business and in senior executive positions with large corporations including IBM and Ingersoll - Rand. He holds Master's degree in engineering from the University of California, Berkeley and Master of Business Administration degree from the University of Pittsburgh.
Mihir has worked with Oracle Corporation at the headquarters in Redwood Shores, California as a software developer for the supply chain modules of the Oracle e-business suite. WealthSpectrum was conceived by him and he left Oracle Corporation to get into business. He holds Bachelor's degree in Computer Engineering from Gujarat University in India and Master's degree in Computer Science and Engineering from Oregon Graduate Institute, Beaverton, OR and holds several professional certifications.