We have excellent working relationship with global private banks, leading asset management companies, boutique investment managers, wealth advisors, RIAs and custodians representing over $50 billion of assets on our software platform. Our client base shapes our reputation:

  • Consistent and long-term approach to building quality software products.
  • Focus on product usability, quality and reliability
  • Ability to provide mission critical support

Partial list of our clients:

  • HDFC Asset Management
  • Reliance Nippon Life Asset Management
  • Birla Sun Life Asset Management
  • ICICI Prudential Asset Management
  • Sundaram Asset Management
  • Oldbridge Capital
  • Axis Asset Management
  • IDFC Asset Management
  • BNP Paribas Investment Management
  • Invesco Asset Management
  • DHFL Pramerica Asset Managers
  • BNP Paribas Wealth Management
  • Credit Suisse
  • Client Associates Private Wealth Management
  • HSBC Bank
  • Sanctum Wealth Management
  • Wealth Advisors (India)
  • IL&FS Securities Services
  • Edelweiss Custodial Services
  • HDFC Bank
  • Axis Bank