Software for the core operations of asset management companies, securities brokers and investment intermediaries. We deploy ready-made solutions quickly and build custom ones for more demanding clients. And if you are starting a new firm, we align your business plan, technology and operations.
There are plenty of decisions between an idea and a running business. We help you work out what you need, choose solutions and technology, and plan their implementation. Together, we can also explore where iFlow, our core system, may fit.
Explore iFlowConnect systems. Bring product data together. Add portfolio calculations. You can use iHub, iBase and iTrend individually. We will work with you to check how each fits your setup.
Explore the componentsiFlow is a ready-made core system for asset management companies and securities brokers. It fully automates the entire investment transaction lifecycle, from the client’s order to final settlement.
The system is ready for implementation at your company. We will discuss the implementation scope and connections to your systems based on your individual needs.
Connect your core investment system, business applications, banks and other partners. iHub coordinates data exchange and process steps between them. Your operations team can see what has happened and where action may be needed.
We design specific connections and operating arrangements around your environment. We can explore the technical details in a demonstration.
Manage products, prices, regulatory documents and commercial terms in one place. iBase feeds them into your apps and helps you keep track of what you offer, to whom and on which terms.
We select data sources and their permitted use for each implementation. The catalogue can connect to your own applications.
How has a portfolio performed, and how might it develop? iTrend calculates historical value, performance and modelled scenarios. It takes contributions, withdrawals and fees into account and returns the results to your application.
Scenarios illustrate possible outcomes based on assumptions; they do not promise returns.
Services
Choosing software is a start. We help configure it, connect it and bring it into day-to-day use. We can also join earlier, while you are still considering the architecture of an investment firm.
Implementation: from refining requirements through configuration and integration to testing and handover.
Business models and company setup: work through the offer, operating model and steps towards launch.
Business and IT architecture: design how people, data and systems will work together.
Project and process management: organise the work, responsibilities and delivery.
Custom development: build applications and connections for your specific needs.
Only need consulting for now? We offer it as a standalone service too.
Talk about working togetherWe discuss your plans, current setup and the problem you want to solve. You do not need a finished specification.
We identify suitable products, discuss any changes needed and demonstrate the software where useful.
We propose the next steps and a specific engagement — a product, implementation or consulting, depending on what you need.
Team
Michal helps build modern financial institutions and applications from the ground up. Recently, he helped set up a securities firm and a robo-advisory application. His experience spans managing investment operations and designing digital services and client experiences. He connects the business plan with what needs to work in day-to-day practice. In his free time, he runs a neighbourhood association and enjoys hiking.
Co-founder
Michal designs systems for financial institutions and how they connect. His work has included building a securities firm, implementing a core system and designing other investment applications. He turns business requirements into architecture and technical specifications for development. In his free time, he is a passionate cyclist.
An experienced IT team with a strong understanding of the investment sector works with us on software development, architecture and integrations.
From our founders' previous roles:
Contact
Tell us a little about your plans or the problem you need to solve. We will get in touch and work out where to start. If a product demonstration would help, we can include it in the conversation.
Thanks for your message. We will be in touch.
