Coruscate [verb] (used without object), cor•us•cat•ing:
to emit vivid flashes of light; sparkle; scintillate; gleam.


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.

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


Contact us

3rd Floor, The Terraces, 25 Protea Road, Claremont, Cape Town, 7708
Tel: +27 (21) 671 4456

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