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Sydney, Australia Office Head Office

Level 20, 9 Castlereagh Street
Sydney
NSW

London Office

63 Queen Victoria Street 5th Floor London EC4N 4UA
London

South Africa Office

Ground Floor, Block C, The Terraces Steenberg Office Park
Westlake

Telephone

+61 (0) 2 8224 2624

Contact

Renee McGettigan
[email protected]

Tagline

Rigorous oversight is essential for financial institutions as regulators worldwide continue to scrutinise how outsourced relationships are operated. To download our latest whitepaper on Fund Oversight, go to www.milestonegroup.com.au/oversightwhitepaper

Profile

Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.

History

Established in 1998, Milestone Group operates globally with clients in Europe, North America, Asia, Australia and South Africa.

Milestone Group was established to create a unique and innovative financial software company with the ability to directly reduce the global investment industry’s cost structure. The objective is to assist individual investment and administration companies to dramatically exceed their current operational capabilities through the application of advanced technology supported by an integrated and operationally focused advisory capability.

Since inception Milestone Group has assisted many organisations to achieve strategic business outcomes relating to operational capability in the areas of process efficiency, control, risk management and service agility. Milestone Group has evolved to be a specialist software solution provider to the global funds industry. Our strategy is to offer sophisticated functionality within a common application platform that can integrate seamlessly with clients’ current infrastructure.

Milestone Group’s approach has gained global recognition with major market participants who are recognising the strategic benefits of a holistic approach particularly in relation to complex fund hierarchies and product structures.

Focus

Milestone Group’s pControl funds processing application platform provides a common and unique application environment that directly addresses a range of current industry priorities including:

– Efficiency, scalability and connectivity
– Flexibility and fund product innovation
– Transparency, accountability and operational risk reduction
– Operating model advancement – local / functional / distributed / offshore / industry
– Software application strategy advancement
– Outsourcing – oversight / accountability
– Regulatory change