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Proven Financial Software for Custodial Services

Manage assets in custody with Myriad's complete middle and back office solution.

Provide added value and better customer service

Aggregate data into a
single client view

Pull data from different custody platforms with Myriad’s aggregation module. Report on data aggregated across multiple platforms.

Reconcile assets and cash

Reconcile assets and cash with registries and external custody platforms, or use Myriad for in-house custody.

Streamline custodial obligations

Customise the platform to streamline your custodial obligations, including Corporate Action processing and General Ledger output to accounting platforms.

Streamline your custodial obligations and management of assets with Myriad’s single-platform functionality

Integrate all your systems and create a unified, fully automated, highly-scalable advisor desktop for full service custodial services.

Investor Portal

Engage customers in their wealth creation, with a highly customisable, multi-view dashboard of all customer and investment information for portfolio and tax reporting to create efficiencies with one seamless workflow.

  • Host all necessary customer information, including investments, personal details, documents, custody reports and other advice stipulated by regulatory authorities.
  • Customers can view transactions, generate customised reports and monitor their investment portfolios in real time.
  • Whitelabel the front-end view with your own brand and integrate into your corporate website to allow customers to view their account.

Create operational efficiencies through a single, streamline solution with Myriad.