App Innovation
Business Intelligence for Financial Planning Company, Attivo
A data warehouse was built to enable Attivo to look at client and income trends over time and combine Intelliflo data sources with data feeds from other systems.
A data warehouse was built to enable Attivo to look at client and income trends over time and combine Intelliflo data sources with data feeds from other systems.
When reporting to clients whose assets offer a varied and complex landscape, it is critical to be able to rely on results given, and to trust any data requested and rapidly sourced.
Competition from Fintech businesses combined with security risks and compliance responsibilities has finance firms under intense pressure.
The financial services industry has long been a target for cybercriminals hoping to access the sensitive and valuable information they hold.
We deployed our fully Managed Security Service for Blue Coast Capital to give them cybersecurity peace of mind, day and night.
It goes without saying that the Financial Services industry and its financial data is a prime target for cybercrime. With remote working and acquisitions both proving additional challenges
Blue Coast Capital were looking to refresh and modernise their existing on-premises infrastructure, rehosting their Windows Servers on Azure to become “Cloud First”.
Lighthouse Group had invested in Intelliflo’s Intelligent Office platform for managing client portfolios but had a requirement for bespoke reporting above the standard offering.
Working together with SMT, Transparity delivered the bespoke SaaS Mia platform with state of the art security and back-up breaking new ground by using business intelligence as the foundation of its application development in ‘order to cash’ software.
After the success of the fully bespoke build of Capital Tracker, a cutting-edge cloud enterprise application developed for managing Private Equity funds, IPES continued their longstanding relationship with Transparity on the build of The ID Register.