Solution
Comprehensive Investment Administration
Our investment administration solution enables our clients to optimise their business by providing a single platform to integrate the management of investors and their portfolios, financial intermediaries and their commissions, and financial and regulatory reporting obligations.
Wealth managers use our solution to sell and manage a range of complex retail investment products:
- Voluntary investments: endowments, structured products, collective investments and other unitised products
- Retirement products: equity-linked life annuities, preservation and provident funds and similar tax wrappers
- Group products: umbrella funds, pension and provident funds, retirement annuities
Delivered As a Managed Service
Our clients take advantage of our fully managed solution so they can focus on their core business, relying on our experienced team to maintain the service and support their users.
The managed service addresses all the requirements of a business critical system:
- Production monitoring
- Disaster recovery and backup
- Information security and data retention
- User support and training
By A Trusted Partner
Our experienced team work closely with our clients to design and implement an optimal solution. During implementation we assist client teams by providing the capabilities required to successfully migrate onto our platform:
- Business needs analysis
- Project management
- System architecture
- Data analysis and migration
We continue to partner with our clients over the long-term to ensure that their implementation continuously evolves as their business grows.
R100bn+
Assets Under Management
125k+
Contracts Under Management
years
Serving Our Clients
The Tau Platform
Tau is our comprehensive investment administration platform that provides a single customer view across your business and is fully customisable to meet the needs of your investors, products and administrative processes.
Single Investor View
Administration is simplified with a single view of an investor and their policies.
Product Rule Engine
Compliance is improved and administrative errors reduced by applying business rules to policies, investment instruments and events.
Multi-Tenant
Administer multiple fully isolated investment structures, with independent legal structures, products and access controls.
Investment Account Management
Phase-in investor contributions, rebalance and switch investments, manage model portfolios, processing fund and income distributions.
Fees and Commissions
Quickly and accurately calculate complex fees and commissions for service providers, brokers and independent financial advisers.
Full REST API
Fully integrate your own investor portal, admin front-ends or workflow engines via the comprehensive REST API.
Reconciliations
Manage bank reconciliations across bank accounts and asset to liability reconciliations across your portfolio of investment instruments and asset managers.
Regulatory and Tax Compliance
Compliant with the latest South African retirement and investment regulations. Manage investor personal tax obligations: Income tax, PAYE, CGT, DWT, DTA, IWT, foreign dividend, etc.
Approvals and Access Control
Enforce mandatory 4-eye checks, multi-user approvals and control user's access to system features.
Payments and Collections
Automatically generate payment and collection instructions to submit to banks for recurring investment transactions, e.g. contributions, withdrawals, annuity payments.
Trade and Cash Management
Automate trade execution and cash management with trade instruction bulking and integration with your trade execution and banking partners.
Our Clients
About Us
Lautus Solutions was founded in 2003 with the goal of building an administration solution that delivers a significant advantage to medium and large financial institutions by improving operational efficiency and accuracy.
We structure long-term partnerships with our clients that are designed to keep our interests aligned and to generate continuously improving business performance.
Llewellyn Janse van Rensburg
Co-founder & DirectorLlewellyn Janse van Rensburg
Llewellyn is an actuary with a distinguished career in leading South African financial organisations.
Prior to founding Lautus Solutions, he served as chairman of Momentum Wealth where he was a founder member. He also held the chair of the Linked Investment Service Providers Association (LISPA) and earlier in his career managed actuarial, employee benefits and information technology divisions at Momentum Life.
Llewellyn has served on the boards of FirstRand Asset Management, Momentum Employee Benefits, RMB Private Bank and Momentum Health.
Llewellyn holds an Econometrics degree from the University of Pretoria and completed an Advanced Management Programme at Oxford University. He is a Fellow of the Institute of Actuaries and Actuarial Society of South Africa.
Rudi Engelbrecht
Co-founder & DirectorRudi Engelbrecht
Rudi brings a wealth of experience in building and managing large-scale treasury and investment trading systems.
Prior to founding Lautus Solutions, he held the position of Chief Technology Officer at Equinox Financial Solutions where he oversaw the development and launch of a market leading online investment platform.
Earlier in his career he worked on a variety of solutions in both South Africa and the U.S.A, including the development of Momentum Wealth's investment platform.
Rudi holds a Masters degree in Computer Science, cum laude, from the University of Pretoria.
Careers
If you enjoy tackling problems that require deep knowledge of the wealth industry and you want your work to directly impact real users in some of South Africa's leading financial institutions, then Lautus Solutions might be the right opportunity for you.
Our work environment
We offer a flexible and distributed work environment with a strong emphasis on technical excellence. We provide great tools and will support your learning aspirations.
We expect you to bring creativity and integrity to the team, actively help to design great solutions and make strong technical decisions.
Along with world-class technical skills, our distributed team structure means you will need to be a strong communicator and be self-directed in your work.
Opportunities
No roles currently available.