Internal review version 1.8
Secure investment management portal
A secure portal for tax-efficient investment operations.
Libris brings investor onboarding, adviser collaboration, fund administration and reporting into one hosted operating portal.
- Manager dashboard
- Investor and adviser portals
- Workflow queues
Platform scale
Libris in numbers
Public Exact Libris figures, shown here as concept proof points and to be revalidated before production use.
Inside the platform
A clearer portal-first story.
Less brochure copy, more product behaviour: the homepage now shows the things users recognise inside Libris.
01Investor onboarding
Applications, checks, documents and status.
02Adviser workspace
Client records, secure files and progress.
03Fund operations
Cash, allotments, portfolios and reporting.
04Operational control
Queues, alerts, permissions and audit trails.
Solutions
Portal modules across the investment lifecycle.
Core operational areas, presented as concise product modules rather than long-form marketing copy.
Investor workflow
Digital applications, onboarding, cash handling, allotments and secure document exchange.
Adviser portals
Client applications, document sharing, adviser reporting and connected data delivery.
Fund operations
Support for VCT, EIS, SEIS, IHT, AIM-IHT, ISA and related investment products.
Investee companies
Company records, due diligence, funding rounds, monitoring and HMRC submissions.
Reporting
Investor statements, tax certificates, management reports and operational oversight.
APIs and integrations
Connectivity for adviser systems, custodians, platforms and specialist data workflows.
Technology
Hosted, modular and controlled.
A simple architecture story for the homepage: secure access, configurable workflows, reliable data and integration where required.
Hosted platformSecure portalsWorkflow modulesReporting layerAPI connectivity
Role-led access for managers, advisers, investors and trusted third parties.
Applications, approvals, cash handling, allotments and documentation status.
Hosted records, reporting outputs and API connectivity for operational partners.
Company
Specialist financial software, shaped by the sector it serves.
Exact Financial Systems has a long-standing financial software pedigree. Clyde House adds a real-world identity while the page continues to lead with the Libris portal.
1995Exact founded
30+ yrsFounder industry experience
HostedSpecialist platform delivery
Security and reliability
Designed for sensitive financial operations.
Trust signals are kept visible: controlled access, secure hosting, known data location, continuity and auditable workflows.
Secure hosted infrastructure
Public material describes Libris as a fully hosted solution with ultra-secure infrastructure.
Known data location
The current site highlights known physical data location as part of its security and regulatory positioning.
Role-focused access
Portals expose the right modules to permitted managers, advisers, investors and trusted parties.
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Explore how Libris could support your operating model.
A sharper product-led concept for internal review, keeping the lighter corporate palette and portal direction.