The Tau Platform

Comprehensive investment administration software.

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
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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 for maintainenance and monitoring.

The managed service addresses all the resiliency aspects that you and the Regulator expect for a business critical system.

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