Our Technology

We invest in technology to create operational efficiencies for our clients and ensure our services keep up with the rapid pace of development in the global financial services industry.

Our core corporate and fiduciary administration platform is ViewPoint, which provides a complete solution for the statutory and financial management of companies and trusts. Our core fund administration technology backbone is provided by a combination of institutional grade platforms, PFS-Paxus, Advent Geneva and Allvue, which are matched to clients based on their specific requirements.

We utilise Refinitiv’s globally recognised Know Your Client screening platform, World-Check One.

We maintain robust security processes to protect the client data that we retain. These processes are continually monitored by the Group’s Internal Review Programme and its proprietary IT Data Security Monitoring System.

Key security areas covered include passwords, removable media, user-owned devices at work, information security, anti-virus measures, remote working access, wireless access, encryption, data retention and equipment disposal.

All employees of the Group are required to complete online data security training.