Client Case Studies

The Solutions Users Want

Asura’s Platform provides a suite of software products for banks, asset managers, stock brokers and fintechs to effectively manage their relationships with their clients.

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The Solutions Users Want

Problem

Downing LLP provide a suite products and services to investors with over £1.4 billion assets under management. The business needed to re-platform their Inheritance Tax Service and VCT services including custody, execution and systems. DLLP were challenged with an aggressive time frame and need to complete the migration through 2020 and Covid conditions.

Solution

Asura Financial Technologies were able to support Downing LLP and work within the given pressurised time frames. From project initiation to migration the delivery took just over 12 weeks, both teams worked extremely well together (albeit remotely) to ensure the transition was smooth. (statement from the client).

Products

CRM
Model Portfolio Management
Trading
AML, PEP, Sanction Screenage
Regulatory Reporting
Digital On-Boarding

Problem

IWP provides national support services to independent financial advisory and wealth planning firms. IWP required a software solution that provided a single digital platform for both the Advisory Hub community plus all underlying clients. Ensuring a digital first strategy with a focus on ease of use and scalability were key drivers in decision making. IWP needed a solution available in Q1 2021 able to provide a digital client experience including digital onboarding, a full CRM solution and a reporting suite with trading and portfolio management being the primary things being developed now.

Solution

Asura Financial Technologies were able to support IWP and initiated the project in mid 2020. From project initiation the two teams worked closely on feature design and again through a pandemic, the project software went live in March both on time and budget.

Products

CRM
Model Portfolio Management
Trading
AML, PEP, Sanction Screenage
Regulatory Reporting
Digital On-Boarding