Miles Software: Meet the Specialists Delivering Excellence & Value to Financial Services Globally….

“Founded in 1999, Miles Software enables more than 300 financial services clients across 17 countries to stay ahead of the innovation curve.”

Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space. The company is ranked No.1 in the prestigious IBS Sales League table 2016, a flagship rating barometer of IBS intelligence.

Building on more than 17 years of experience, Miles is a techno business partner delivering excellence and value to financial services globally. Today, Miles has a market leadership in the Private Banking space and its’ flagship product MoneyWare® covers the complete life cycle of the Private Banking business including CRM, Portfolio Management, Risk Management, Revenue Management, Mobility and Client Portal. Miles also has a very strong capability in Custody, Leverage, Securities Lending, Fund Compliance, Portfolio Risk and Performance Management.

The company has diverse clientele with average relationship of 8 to 12 years including Private banking institutions, Asset Management Companies, Brokerage Firms, Wealth Advisors, Financial Institutions and Family Offices. Their deep understanding in the financial services business, experience in managing scalable implementations of large and small scale enterprises has enabled them to build long-lasting relationships with their customers and provide differentiated value to their business.

Why Miles
The company is coupled with an unmatched track record and their 300+ customers can vouch for that. Today, Miles is a preferred partner to many institutions because of their:

• Client-centric approach
• Strong domain expertise
• Robust product management
• Robust delivery mechanism
• Ability to execute large scale projects
• Scalable and modular architecture

Service Offerings
Managed Services- With evolving financial markets, changing regulations and dynamic market conditions you have to reassess your operations model periodically to ensure that you continue to adapt to the new market conditions and sustain growth and performance. Managed Services by Miles Software not only helps automate but also simplify your back office operations across the entire spectrum of Financial Services.

Features

• Transaction Management – End-to-end management of transactions, from trade communication to execution and ability to handle large volumes of transactions
• Revenue & Incentive Management – Effective management of AUM level transactions & fee management along with commissions payable and bank settlements
• Fund Administration – With simplified and effective operations we seamlessly manage the entire processing cycle.
• Performance and Reporting – Built on MoneyWare suite, we provide a comprehensive & flexible reporting with advanced analytics and interactive dashboards for customers, management, and regulators.

Support & Integration Services
Miles provides dedicated end-to-end support, system integration & implementation services to financial institutions globally covering front-office, mid-office and back-office operations. Their scope of services includes support, development, integration & implementation.

Support Services

• Providing day-to-day operational (L1/L2) support
• Technical and functional support
• Application Management
• Daily Process Monitoring
• DC/DR (Disaster Recovery) Set-up & Management
• Database Management & Testing

Development, Integration & Implementation Services
These services help clients in solving their internal custom reporting, system integration and interface development requirements.

• Third-party interface development
• Customization Requests
• GAP Analysis
• Programme Management
• Version & Date Migration Support
• Configuration (Product) Support
• Dedicated Testing & UAT Support

Training: Miles conducts Customized Training Programs Covering the Following Areas

• IT(System) training
• User Training & Hand-holding
• Areas – implementation, operations, management, error handling, system administration etc

SaaS Investment Compliance and Regulatory Reporting
Miles offers Software-as-a-service (SaaS) services for Investment Compliance and Regulatory Reporting this includes for UCITS investment Compliance, AIFMD Reporting and Global Regulatory Disclosures (Major Shareholdings, Takeover Dealing Disclosures, Short Selling etc.)

“The solution caters to the complete business life cycle of the Wealth and Asset Management business.”

Knowing the Executive

Milan Ganatra, Chief Executive Officer– A First Generation Entrepreneur with over two decades of hands-on experience in the financial services space, Milan has deep domain knowledge on wealth management and wide experience in leveraging technological advancement for efficient investment management. He founded the company in 1999 anticipating the need for a wealth application which can provide flexibility, track-ability, and accurate reporting of investments. He has successfully defined and implemented a strong vision for Miles to make it amongst the leading provider of wealth and portfolio management solutions.