Intuitive. Immersive. Collaborative.
Providing unparalleled clarity, control and certainty around private wealth.
Transaction Level Account Aggregation
Reconciliation and Data Management
General Ledger Accounting
Security Level Performance Calculation
Portfolio Management& Monitoring
Digital Reporting & Portal
Our innovative design gives clients full flexibility to select and tailor our solution suite, so that it integrates seamlessly into each client’s operating model and processes however complex.
Clients are then underpinned by an institutional grade ecosystem that will support them and can be expanded as they grow.
SRL’s communication and collaborative workflows contextualise financial information.
Connecting data and information with workflows allows in-house teams to focus resources on activities that create sustainable value, with the confidence that comes from working with contextual information.