A comprehensive investment platform delivering a unified client view across your
business, fully customizable for your investors, products, and operations.
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.
Easy integration
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.
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.
Approvals and Access Control
Enforce mandatory 4-eye checks, multi-user approvals and control user's access to system
features.
Lautus Solutions (Pty) LtdRevolution Slider Example
