Dashro Solutions

Bespoke systems for wealth and fund managers

Bespoke IT systems for wealth, fund and asset managers come from this England-based developer. It builds them for small and medium-sized institutions, including family offices, which it says are often underserved by the market. Its services include custom software development, integration, maintenance, application architecture, user experience design and project management.

Integration with industry platforms

The firm connects client systems to platforms including Bloomberg, SWIFT, CreditSafe and a range of data feeds and APIs. Where clients need data for reporting or workflows built around their own processes, Dashro says it has experience connecting and extracting from multi-vendor financial systems.

SWIFT payments automation

Through SWIFT, the firm automates payments so that a client's payments team does not have to log in and out of bank portals. Its SWIFT API formats messages automatically, and the firm says its solutions can be used through an API, SFTP, email or manual lookup.

Compliance and client vetting

Dashro has developed a series of compliance tools for hedge and wealth management firms, to help them regulate and monitor compliance within the business. It also offers a company and person lookup API, which it describes as a necessary check on clients and beneficiaries.

Trading and operations

Trading solutions are built to work alongside a client's existing systems. The firm says its speciality is straight-through processing for operations, middle office and back office. It also offers a web-based modular trade order management system designed to integrate with current systems and to import, export and streamline trading workflows.

Reporting for investors and regulators

The firm has built hundreds of reports, from simple page reports to client statements, contract notes, investor reporting, data warehouse dashboards and key performance indicators. Working with specialists in operations, trading, CASS and MiFID, it has delivered data reporting through self-service portals or automated files in PDF, Excel, CSV, XML and JSON.

Long-running in-house systems

The firm says its FLOW and Mini-OMS systems have been in use for more than five years. It also reports skills across the Microsoft environment, which it says let it solve IT problems and automate solutions across a business.