Standardise your Investment data

Onebase transforms hundreds of service provider data sources into one to meet your regulatory, BI, and reporting requirements.

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Features

Some of the benefits of using Onebase

Feed Agnostic

Ingest data from any service providers, independent of the format.

Own Your Data

Quickly explore your data for BI and analysis - all from one place.

Client Reporting

Distribute white-labelled statements to your biggest asset - your clients.

Expertise

Decades of experience in the financial and financial software industry.

Multi-Currency

Multiple client relationship levels with custom currency configurations.

Consistency

Maintain a stable data resource despite inevitable differences in external inputs.

Accelerate your business

and your client offering

Enhanced workflow Optimise your resource capacity by improving data flow between service providers, businesses, and your clients.

One version of the truth Maintain a holistic view of all your client and investment data, and say goodbye to those messy spreadsheets stored all over the place.

Access anywhere Partner with our cloud-first business software, and access your data no matter where you are. Our team can also advise on bringing your business to the cloud.