098&^% Coruscate Operational Solutions

Coruscate

Coruscate is a Business Intelligence solution that bridges the analytical gap between Unit Trust Management Companies (Mancos) and the flow of assets into their funds from Independent Financial Advisors using Linked Investment Service Providers (LISPs).

Coruscate consolidates flow and AUM data across multiple LISP platforms for the same advisor using fuzzy logic and pattern matching. Our enriched data cube gives Mancos the ability to gain a holistic view of the participants in their investment universe and empowers them to make strategic decisions based on quantitative data analysis.

Services

Sales and Marketing

Coruscate assists management companies to enhance their campaigns through the following services:

Segmentation of target markets

Analytical Business Intelligence Tools

Evaluation of profitability across all aspects of your business

Business Development

Coruscate assists the Business to achieve the following outcomes:

Consolodated management information reporting

Business Development Manager (BDM) remuneration and target management

BDM to Financial Advisor relationship management

Business, BDM and Financial Advisor level performance reporting

Business Operations

Coruscate provides outsourced business processing for the following functions:

Management of technical relationships with LISPs

Processing and analysis of LISP data

Source data issue investigation and resolution

Strategic business support

Coruscate processes data from the following LISPs:

Domestic International
AIMS Allan Gray Ashburton Allan Gray
Glacier Investec Liberty Investec
Liberty Evolve Momentum Metropolitan Momentum Wealth
Old Mutual PSG Sanlam Old Mutual
Stanlib Stanlib Delta Alexander Forbes
PPS Investments Discovery

Clients

Our clients include:

Contact us

11 Cavendish Street, Claremont, Cape Town, 7708
Tel: +27 (21) 671 4456
Email: info@coruscate.co.za