The White Labelled EXcubed Platform
Our platform has been customised for one of the largest fund managers in the UK to digitalise front and middle office functions.
OBJECTIVE
Our client’s goal is to deliver investment solutions to institutional investors: better, cheaper and faster.
Smaller institutional investors in particular have historically struggled to access the full scope of services they need to manage their assets affordably.
CHALLENGE
While industries like manufacturing, banking, logistics and retail have reaped transformational efficiencies through technology and automation, the fund management industry has lagged behind. The variability and complexity of portfolios, analytics, workflows, processes and administration required to deliver investment solutions to institutional investors have been barriers to using technology to harness efficiencies in this sector.
THE EXcubed SOLUTION
The innovation, flexibility and ease of customisation of EXcubed’s cutting edge technology enabled the disparate elements needed to deliver fund management to institutional investors to be seamlessly integrated into a single platform.
EXcubed’s in-depth knowledge of the fund management industry and the challenges it faces puts us on the same page as our client.
Through the white labelled platform, our client is reaping the benefits of digitalisation and automation from sale through onboarding to monitoring, client servicing and reporting.
RESULT
Digitalisation and automation via the platform have been used to dramatically drive down costs of customised investment proposals, bespoke portfolio design, flexible client onboarding, efficient implementation, transparent monitoring and timely reporting, bringing a completely new way of working to institutional investors.
Our client has made dramatic time savings by using the platform. For example, the process of carrying out analysis and preparing a proposal has been reduced from approximately 40 hours to around 30 minutes, with similar levels of time saving achieved in other areas. These time savings have allowed services to be provided at a lower cost.
The platform combines a number of key features:
SIMPLE
Clean, web-based interface, with mobile-friendly design
BESPOKE
Client dashboards for reporting and data visualisation
DYNAMIC
Dynamic data collection with entry fields adapting automatically to client circumstances
COMPLEX ANALYTICS
Automated processing of complex analytics and investment advice reports
INTERACTIVE
Interactive tools to aid client engagement
AUTOMATED
Automated preparation and electronic execution of legal documents
INTEGRATED
Integrated task management engine for a seamless workflow on the platform
SECURITY
Custom user group permissions management to ensure data security
AUDIT TRAIL
Full audit trail of all platform activity
Through the EXcubed white labelled platform, our client, one of the largest fund managers in the world, is able to deliver solutions:
BETTER
The platform allows our client to scalably deliver more complex and efficient portfolios for smaller schemes with less risk, giving them access to investment toolkits historically reserved for larger institutional investors
FASTER
Dynamic algorithms and custom workflow tools enable our client to carry out bespoke analysis, advice and portfolio design cost effectively, reducing fees for clients.
CHEAPER
Digital delivery means on-the-fly analysis, faster turnaround for benchmark or objective updates, online monitoring of asset and liability values, straightforward digital approval of mandate changes, digital signing of legal documents, and a robust audit trail.