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

Feed Agnostic

Ingest data from any of the hundreds of Service Providers that exist locally and offshore, independent of the format.

Own Your Data

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

Client Reporting

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

How Onebase works

Ingest data

Bulk load financial statements through the data ingestion engine.

Map your data

Map and enrich any new data using Onebase's smart data mapping algorithms.

Distribute statements

Generate data-rich reports and distribute them to your clients.

Integrate downstream

Automatically push master data into your CRM, Reporting, and Financial Planning tools.

Who we are

Edward Chennells

Co-founder, Director

Edward has a background in robotics, automation, and scalable databases for trading platforms, IoT, and finance software. He holds a B.Sc. in Mechatronics Engineering from the University of Cape Town.

Julie Henley

Co-founder, Director

Over the past 18 years Julie been an assistant hedge fund manager, and designed a number of analysis and portfolio management tools. She is an FSB Key Individual (Cat. 2A), and holds a B.Com. majoring in Accounting, Management Accounts and Business Economics from UPE.

Bruce Fincham

Co-founder, Director

Bruce has over 20 years' experience working on software projects in the financial space. He holds a B.Com. majoring in Information Systems and Economics from Rhodes University.

Robyn Hopkinson

Director

Robyn has 15 years’ experience in Finance. Having worked at Merrill Lynch, CSFB, and Deutsche Bank, with a focus on data analysis, general ledgers, and data transformation. She holds a B.Com. majoring in Accounting, Finance and Economics from the University of Cape Town.

You?

We're hiring!

Onebase is currently looking for bright developers and analysts who are keen to build on our world class product. Email careers@onebase.co.za for more info.

Contact us

Got any questions? Don't hesitate to get in touch.