Metrosoft, Inc.
Provider of web-based software and implementation services for the fund management industry. Develops a modular fund administration platform and applications for compliance (AML/KYC/PEP/sanctions), data consolidation, transaction monitoring and reporting. Offers on-premise and SaaS deployments, system integration, and project delivery using agile and DevOps practices.
Industries
N/A
Nr. of Employees
small (1-50)
Products
Web-based fund administration platform
Modular, web-hosted platform for fund operations that centralizes, consolidates and standardizes fund data and supports integrated applications for operations and compliance.
Compliance and transaction monitoring application
Web application that integrates AML/CTF workflows, KYC onboarding, sanctions and PEP screening, transaction monitoring and automated alerts and reporting.
Data consolidation and navigator application
Customizable portal that centralizes and transforms data from internal and external systems to provide consolidated views, automated reporting and operational dashboards.
Sales agreements management application
Application to manage mutual fund sales agreements and related contractual terms.
Web-based fund administration platform
Modular, web-hosted platform for fund operations that centralizes, consolidates and standardizes fund data and supports integrated applications for operations and compliance.
Compliance and transaction monitoring application
Web application that integrates AML/CTF workflows, KYC onboarding, sanctions and PEP screening, transaction monitoring and automated alerts and reporting.
Data consolidation and navigator application
Customizable portal that centralizes and transforms data from internal and external systems to provide consolidated views, automated reporting and operational dashboards.
Sales agreements management application
Application to manage mutual fund sales agreements and related contractual terms.
Services
Configuration, customization and integration of platform applications to client functional and architectural requirements; includes business analysis, testing and deployment.
Hosting of compliance and platform applications in a regulated hosting environment with managed operations and data security controls.
Integration of multiple transfer agent systems and external data sources into a consolidated data stream, including transformation and delivery to downstream systems.
Project delivery using agile and waterfall approaches, client-facing project management, and ongoing support services.
Configuration, customization and integration of platform applications to client functional and architectural requirements; includes business analysis, testing and deployment.
Hosting of compliance and platform applications in a regulated hosting environment with managed operations and data security controls.
Integration of multiple transfer agent systems and external data sources into a consolidated data stream, including transformation and delivery to downstream systems.
Project delivery using agile and waterfall approaches, client-facing project management, and ongoing support services.
Expertise Areas
- Fund administration software
- Regulatory compliance and AML/CTF automation
- KYC and sanctions screening
- Data integration and consolidation
Key Technologies
- Web-based fund administration platform
- Data integration and ETL
- Real-time data processing and streaming
- Rule engine for compliance automation
News & Updates
Company presence at ALFI European Risk Management Conference in Luxembourg.
Interview discussing change, adaptability and anticipating the need for change in the fund industry.
Multiple articles and panel contributions on digital transformation, trust in client-vendor teams, and AML compliance approaches.
Fundsphere Terms project received a 1.8 million Euro grant from the EU Horizon 2020 Framework Programme for Research and Innovation.
Recipient of a 'Star of Horizon 2020' award (award ceremony and recognition recorded).
Commendation in Funds Europe awards for innovation related to the terms product.
Company presence at ALFI European Risk Management Conference in Luxembourg.
Interview discussing change, adaptability and anticipating the need for change in the fund industry.
Multiple articles and panel contributions on digital transformation, trust in client-vendor teams, and AML compliance approaches.
Fundsphere Terms project received a 1.8 million Euro grant from the EU Horizon 2020 Framework Programme for Research and Innovation.
Recipient of a 'Star of Horizon 2020' award (award ceremony and recognition recorded).
Commendation in Funds Europe awards for innovation related to the terms product.