A great client experience and strong performance relies heavily on the stability, accessibility and usability of our systems and information technology. The ever increasing speed of change in technology creates both opportunities and challenges. Opportunities include new ways of interacting with our clients, changing the way do business for the better.
The effective adoption of information technology underpins the success, efficiency and effectiveness of Custom House. Having a progressive management team who are passionate about harnessing the real benefits of cutting edge technology, operational excellence and process development enables us to deliver all the benefits of a seamless platform. This gives us a real advantage in maximising our global presence and supporting our clients and their investors in the most cost effective, time efficient and customer focused manner possible.
The Custom House technology model is structured so that operational process flows around the globe, across all offices, in a controlled and secure manner. Through technology, every office can participate in the global process and deliver a local service at the same time. This commitment comes from a desire to make a real difference to our clients, to be as efficient as possible and to continually enhance and extend our platform’s capabilities.
Custom House is committed to adapting to new and best of breed technology in a way that is consistent with its business model and the demands of its clients. Always present in our minds is the alignment of the business and technology and how we can combine the two. Our technology team puts our clients at the centre of everything we do. We employ highly skilled and dedicated IT professionals, from network engineers to developers to helpdesk support staff to ensure that our technical platform remains secure and evolves in line with the business.
We understand the importance of continual investment in technology and currently have a number of web portal developments to enhance the investment manager and investor experience when viewing information on line.
Online Services – Interactive Client Tools
Custom House Accessible Reporting In Open Technology (CHARIOT) is Custom House’s proprietary and secure online reporting platform that allows investment managers, investors, and auditors to access and download fund data pertaining to their investment portfolio. The system is available 24 hours a day, 365 days a year catering for several fund types, including; limited partnerships, multi-series, equalised and non equalised funds. Each type has a customisable set of reports, which can be tailored to a specific client’s needs. Reports can be viewed or downloaded in a number of formats: Word, Excel, PDF, CSV and XML. All information is securely stored adhering to industry recognised standards. Some of the benefits of this platform include:
- Additional level of transparency into the fund
- Access to content is controlled by the investment manager so they can customise the level of information available to investors and auditors
- Audit process is streamlined by enabling audit firms to capture reports directly
Custom House’s newest technological enhancement enables a fund’s investors to input and manage all of their subscription and redemption activity via CHARIOT.
Disaster Recovery and Continuity of Operations
As Custom House utilises enterprise-wide solutions like virtual desktops (Citrix), we appreciate the need for effective business continuity and how important it is to protect the technology solutions that underpin business operations.
Our clients trust our systems to be safe and secure; our technology solutions are delivered in an on-premise environment that is both secure and controlled with recovery site infrastructure in the event of disaster.
- ISAE 3402 Type II and SSAE16 Type II Certified
- Two physical data centres allow for data centre failover and disaster recovery
- Citrix Access Gateway ensures uninterrupted continuity and productivity for employees who have secure access to the right information at the right time, regardless of location or device
Pacific Fund Systems
Pacific Fund Systems provide us with PFS-PAXUS, which is a fully integrated accounting, portfolio reconciliation and investor services technology solution. PFS-PAXUS integrates into one system all the processes that are normally performed on multiple systems and shares a single database and single user interface. Used by all Custom House employees across the globe, PFS-PAXUS is our one stop solution for all accounting, valuation calculations and transfer agency activity. A robust, scalable and easy to use system, PFS-PAXUS provides the capability for 24-hour global operations from multiple locations. For more information on PFS-PAXUS visit www.pacificfundsystems.com.
To assist with trade data capture and management requirements, Custom House partnered with Nirvana to explore the potential of the use of FIX Protocol technology. Nirvana and Custom House continue to refine this reporting solution to deliver the most efficient analysis of our clients’ trading activity. For more information on Nirvana visit www.nirvanasolutions.com