Investment management operations
Streamline the operational process with a single digital system covering the breadth of investment management processing, from applications to reporting and oversight.
Solutions
A secure portal platform for specialist investment management.
Libris is positioned for tax-efficient investment managers, fund managers, advisers, representatives, wealth managers and custodians who need portal-led workflows rather than isolated systems.
Secure collaboration
Expose specific modules to permitted third parties, while keeping access controlled and aligned with operational and regulatory responsibilities.
White-labelled service potential
Custodians and connected service providers can use Libris as an integrated administration solution, supported by flexible licensing and secure hosting.
Portal workflows
Move the story from brochure copy to product behaviour.
For a stronger product feel, the page now describes the operating views a client would expect to see in Libris: dashboard status, application progress, adviser actions, investor records, fund positions and document exchange.
DashboardsApplicationsInvestor recordsDocumentsReports
Commercial fit
Flexible pricing for different firm sizes.
The current content frames pricing as dependent on investor volumes, module selection, products and growth requirements. The figures below are retained as public indicative examples and should be checked before production use.
Indicative entry point for online digital applications and up to three application forms.
Indicative level for investor/adviser portals, reporting, cash management and allotment processing.
Individual pricing for larger or more complex implementations.
These are concept-page proof points only. Any final production copy should be reviewed commercially and legally.
Platform services
Implementation, support, development and integration.
Implementation services
Data migration, conversion, electronic integrations, cleansing, deduplication, training and consultancy support.
Exact Support Centre
Ticket logging, issue monitoring and sector-aware business and technical expertise for customers.
Third-party APIs
Secure web-service connectivity for trusted adviser firms, custodians, introducers, networks and platforms.
Established methodology
Understand the client business, respond to sector changes, support user groups and maintain a standard core for upgrades.
Bespoke development
Customised, hosted and supported software development for clients needing specialist capabilities.
Option scheme
A proposal route designed to help prospective clients lock in quotation terms while preparing for future implementation.
Ultra-secure
Security as a core proposition, not an afterthought.
The existing material places strong emphasis on known data location, controlled access, owned infrastructure, encrypted backups and disaster recovery.
Known data location
Client data is described as stored in an ex-MoD nuclear bunker in Kent, with data location identifiable at rack-suite level.
Controlled access
Firewalls, servers and network channels are presented as part of the access-control model, with IP gateway lockdown and VPLS capability referenced publicly.
Disaster recovery
The current copy references a DR service using an ultra-secure Greenham Common site and encrypted dedicated links.
Next step
Discuss the right Libris configuration.
For now, the concept uses visible email links and a static form placeholder rather than a live form endpoint.