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  • About
  • Consultancy
  • Software Development
  • Case Studies
    • Reviewing Data Management Practices
    • Creating a Markit EDM Support Team
    • Improving TPA Operations
    • Implementing Thinkfolio
    • Replacing Technology Services
    • Improving Charles River Data
  • Contact
  • About
  • Consultancy
  • Software Development
  • Case Studies
    • Reviewing Data Management Practices
    • Creating a Markit EDM Support Team
    • Improving TPA Operations
    • Implementing Thinkfolio
    • Replacing Technology Services
    • Improving Charles River Data
  • Contact
Serving the Scottish Investment Industry
Serving the Scottish Investment Industry (1)
Serving the Scottish Investment Industry (2)

Serving the Scottish Investment Industry


We are a technology company founded to service the investment management industry in Scotland. Exclusively focusing on this industry means that all of our consultants and developers have strong industry knowledge.


Technology Consultant Professionals


We specialise in order management systems and investment data for the investment management industry. This means that we fully understand the core of our clients’ operations - from global asset management to local wealth management. We help improve investment processes through implementations and upgrades of order management systems like Charles River and Thinkfolio. We also focus on improving data management by carrying out data management process reviews and implementing data management systems like Markit EDM.

Software Development Experts


Typically, we fill the gaps where internal technology resources are lacking for our clients by sourcing and delivering market leading software as well as developing our own to help streamline and improve investment processes. Our solutions range from advanced spreadsheets to three tier applications and we also offer continuous support services to ensure effective ongoing delivery of the solutions implemented.

Our Clients

Standard Life Investments
Baillie Gifford
Kames Capital
Stewart Investors
Pioneer Asset Management
Cameron Hume
Dundas Global Investors
Aubrey Capital Management
Multrees Investor Services

Get in Touch

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