AU$250m+
Monthly FUM flow served
AI-Powered data management for Fund Managers
Drive operational efficiency and increase revenue with gold-standard data management tools and AI-powered business insights.
Monthly FUM flow served
Drive operational efficiency and increase revenue with gold-standard data management tools and AI-powered business insights.
Trusted by some of the biggest names in Australian and global Funds Management.
Automatically clean and integrate your platform fund flow data into your CRM.
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Clean up outdated, erroneous or incomplete data in your CRM and enrich with data from other sources.
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Automate repetitive sales and marketing processes so sales and marketing can focus on revenue generation.
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Maximize use of data collected by your sales and marketing teams to extract valuable insights to give you a competitive advantage..
Learn MoreReported sales effectiveness improvement
Fund flow data mapped to CRMs
Time saved on manual tasks
Reported data quality improvement
Drive operational efficiency and increase revenue with powerful data tools and out-of-the-box insights.
Use AI to remove the duplicate records that plague CRMs across industries and create a “canonical record” of each entity.
Link account and contact data to canonical sources and ensure data is always in sync. Never question the veracity of your data again.
Enhance existing records with data from across the web, including social media and official registers to build a complete picture of each of your CRM entities.
Some situations require human intervention. From simple data labelling to complex analytical tasks, we provide the experts you need to get the job done.
Simple connections with the major CRMs for easy data synchronisation. Sync Advisors, Dealer Groups, Products, Fund Managers, FUM Flows and much more
Customer satisfaction is our main priority. See what our customers are saying about us.
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Jolon Knight
Investment Specialist, Hyperion Asset Management
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Montana Mortimer
Investor Relations, Langdon Equity Partners
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Alex Cottee
Associate Director, Pinnacle Asset Management
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Paige Dibnah
Investor Relations, Realside Financial Group
Fund Management Platform Integrations
FUM being serviced
Synchronised ASIC Advisors
And let's transform your business. We are trusted by top Fund Managers around the globe so get in touch for a free trial of our platform to understand how you can grow your business.