Structured Products Administration
Digitalise your product service
Used by structured products distributers, our platform is a powerful cloud-based solution that delivers a rich digital experience to both adviser and end investor in the purchase and ongoing administration of structured products.
Frictionless onboarding that integrates with your existing systems
Digitalised admin and automated comms delivering efficiencies along with a rich user experience
Enhanced compliance and regulatory support making sure you have a full audit trail at the touch of a button
Digitising structured products administration
Our platform, tailored for structured products distributors, is a powerful cloud-based solution that seamlessly integrates with your existing systems to transform the way you manage structured products. Delivering a cohesive digital experience for both advisers and end investors. It streamlines processes from pre-purchase to product maturity and beyond.
By eliminating the need for paper you can automate the entire life-cycle management; enhancing accuracy, operational efficiency, and transparency.
Fully intergratable, you can easily connect with other platforms and systems, bringing you smooth data flow and consistency across your operations.
Struggles with structured products admin
Arduous onboarding
Cumbersome and inefficient paper-based onboarding creates time delays and negatively impacts product conversion.
Paper-based processes
Slow, costly and outdated admin makes the ongoing support of structured products a resource drain.
Compliance reporting
Burdensome monitoring of distribution, client interactions and process analysis is the norm in a paper-based world.
Missed opportunities
It’s almost impossible to analyse trends and spot opportunities for proposition or business improvements with manual processes.
There is a better way…
Agile onboarding
Our platform helps you seamlessly interact with advisers and their clients, facilitating a product purchase in a matter of minutes.
Ongoing digital admin
The efficiencies don’t stop at onboarding. Our platform digitises and centralises all ongoing admin – automating manual tasks.
Reporting and monitoring
Your compliance and regulatory requirements are met with the touch of a button with automated reporting and a full audit trail.
Superpower
Digital analysis and monitoring saves you more than time. It helps you identify distribution improvements and spot opportunities.
Platforms we integrate with:
Socius Implementation Strategy
Average go live time 10 weeks
Assess current process Define requirements Develop your roadmap Understanding your needs to craft the perfect implementation solution In the discovery and planning stage, we work closely with you to understand your individual requirements and objectives. Our team conducts a thorough assessment of your current processes. Then we craft a roadmap that’s unique to your business. This approach makes sure there’s a smooth transition to a more efficient and scalable structured products administration.
Stage 1: Discovery & planning
 Stage 2: Implementation & integrationIntegrate with existing systems Automate key processes Minimise disruption Seamless integration giving you powerful capabilities During the implementation and integration stage, our team of seasoned professionals brings your digital transformation plan to life. We ensure our platform is seamlessly integrated with your existing systems, minimising disruption to your operations. With a focus on accuracy and efficiency, we configure the platform to automate and optimise your structured products administration, equipping your business with an intuitive, user-friendly solution. |
Stage 3: Optimisation & supportMonitor performance Enhance capabilities Ongoing support Continuous improvement to deliver ongoing success. After your system is live, the journey doesn’t end there. We provide continuous monitoring and support to ensure your platform is performing at its best. We proactively identify areas for further improvement and implement enhancements to keep your operations running smoothly. With our ongoing partnership, you can confidently deliver enhanced administration of structured products, knowing you have the expertise and backing of our platform and our team. |
Stage 2: Implementation & integration
Integrate with existing systems
Automate key processes
Minimise disruption
Seamless integration giving you powerful capabilities
During the implementation and integration stage, our team of seasoned professionals brings your digital transformation plan to life. We ensure our platform is seamlessly integrated with your existing systems, minimising disruption to your operations. With a focus on accuracy and efficiency, we configure the platform to automate and optimise your structured products administration, equipping your business with an intuitive, user-friendly solution.
Stage 3: Optimisation & support
Monitor performance
Enhance capabilities
Ongoing support
Continuous improvement to deliver ongoing success
After your system is live, the journey doesn’t end there. We provide continuous monitoring and support to ensure your platform is performing at its best. We proactively identify areas for further improvement and implement enhancements to keep your operations running smoothly. With our ongoing partnership, you can confidently deliver enhanced administration of structured products, knowing you have the expertise and backing of our platform and our team.
Reinventing what investment technology can do
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One of our first pieces of technology…
We take a look back at the launch of our Structured Product Administration Platform
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