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Canterbury Office

24 Burgate
Canterbury
Kent
GB

Haywards Heath Head Office

The Priory Syresham Gardens
Haywards Heath
West Sussex
GB

Telephone

020 7193 1605

Contact

Paul Sinclair
[email protected]

LIBRIS Financial for Wealth Managers

LIBRIS is a proven solution used by Wealth Managers. Web based LIBRIS is the perfect solution for expanding investment companies. Functionality includes: performance attribution seemless integration with STP functionality to CRM, ETC, CREST & CALASTONE. A web portal, plus iPad and phone apps.

LIBRIS Archive

Whether outsourcing, company merger, corporate acquisition or implementation of a replacement system, the same question will always be asked, “what do we do about historic data? Visit ww.exactconsultancy.co.uk/librisarchive.html to find out how LIBRIS Archive provides the right solution.

LIBRIS Financial Fund Accounting / General Ledger

The Libris Fund Accounting GL is an advanced platform fed transaction level data from any legacy system to create ledger journal entries based on specific rule conditions. The GL includes the concept of Funds with Multi-Currency, Multi-Fiscal Ledgers with full double entry self balancing journals.

LIBRIS Financial Performance Attribution

Maintain Benchmarks, Investible SAAs, Asset Groups and Classes, Upload Data, Generate Benchmark and Portfolio Returns showing Asset Allocation, Interaction and Stock Selection effects etc… by using our UltraSecure Online Cloud Service there is no need to install any software or hardware.

LIBRIS Financial Portfolio Reporting

Portfolio Reporting, naturally, can produce all of these fundamental reports but addresses much broader requirements such as consistency across reports, using flexible styles and fonts across investment products, speed and methods of delivery to clients and their affiliates via electronic means as