$17bn in assets under administration - 500+ active funds and syndicates - 40,000+ recorded investors, advisers and brokers.
At Titanium we believe the right software can be the cornerstone of your operation. Managing an investment registry can be a complex task, requiring you to meet several challenges head-on. These include but are not limited to:
Dealing with “Big Data” efficiently
Meeting compliance and regulation requirements like AMIT, AIIR, FATCA, CRS and GS007
Providing regular reporting to stakeholders
Ensuring customer service expectations are being met.
Unitise Funds Management Software does all of this and more in an easy-to-use platform. Host your database in-house or let us set-up a completely web-based solution for secure access from any device.
We specialise in migrating funds currently operating on spreadsheets, and managed funds currently outsourcing looking to return to in-house management.
Unitise is highly scalable and well suited to:
Property Trusts and Syndicates
Cash Management Funds
Market Linked Investments
Fixed Income Funds
Any other type of unlisted security.
Download our Full Capability Guide for a detailed view of Unitise along with sample reports and database structure.
Our Investor Portal allows your investors, advisers and brokers to conveniently view and maintain their investments online. This in turn reduces the load placed on your admin staff and ultimately reduces operational costs.
Sold as a completely white-labelled product, we're able to incorporate your branding into the portal to ensure it fits well within your existing website while installing it so that it is accessible from portal.yourdomainname.com.au (or the like).
Access one or multiple investments concurrently
View/Update contact details
View Unit Transactions
View Distributions, Tax Withholding and Payments
Download relevant periodic statements in PDF
Access registry forms