Enhanced workflow Optimise your resource capacity by improving data flow between service providers, businesses, and your clients.
Standardise your Investment data
Onebase transforms hundreds of service provider data sources into one to meet your regulatory, BI, and reporting requirements.
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
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.