Coruscate provides a specialised business intelligence solution that bridges the analytical gap between the AUM and flows of assets into unit trusts by Independent Financial Advisors (IFAs) on Linked Investment Service Provider (Lisp) platforms and the related management companies (Mancos).
Coruscate consolidates investor flows 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 participants in their investment universe and empowers them to make strategic decisions based on quantitative data analysis.
The Coruscate solution is a licensed software as a service product that encompasses all aspects required to provide you the data you need from data sourcing and loading to mapping and scrubbing.
Monthly data is provided by Lisp platforms in a variety of formats and with different naming conventions. Coruscate processes and loads files provided by the platforms listed below and the newer ASISA load formats that are currently being rolled out across the industry.
Clients with direct flows can load standard internal files to complete their investment universe.
| Domestic | ||
|---|---|---|
| AIMS | Alexander Forbes | Allan Gray |
| Ashburton | Discovery | Glacier |
| Investec | Liberty | Liberty Evolve |
| Metropolitan | Momentum | Old Mutual |
| PPS Investments | PSG | Sanlam |
| Stanlib | Stanlib Delta | |
| International | ||
|---|---|---|
| Allan Gray | Investec | Momentum Wealth |
| Old Mutual | ||
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
Consolidated 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
3rd Floor, The Terraces, 25 Protea Road, Claremont, Cape Town, 7708
Tel: +27 (21) 671 4456
Email: support@coruscate.co.za
