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Robust Financial Software for Managed and Discretionary Accounts

Myriad has the full business lifecycle covered, from customer management, target asset allocation, order execution and transaction settlement, to portfolio aggregation and reporting.

Provide added value and better customer service

Efficiently manage client asset allocations

Manage target asset models at any level and model structure through automation of models and mandates. Apply personalised client preferences. Asset allocation can be delivered at scale.

Create greater visibility

Create views for investors, advisers and asset managers with specific investment models provided to adviser groups.

Tailored portfolio management

Customise our robust platform to streamline discretionary managed account strategies and manage portfolios and asset allocation targets.

Manage client asset preferences at scale with Myriad’s enhanced functionality

Myriad offers a complete front to back office solution for Managed and Discretionary Accounts. Whether you’re investment advisory, wealth management or brokerage firms providing online security trading services, Myriad can be tailored to suit your specific needs.

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.
  • Personalise the front-end view with your own brand and integrate into your corporate website to allow customers to view their account.

Expand your managed and discretionary accounts offering and do more with greater efficiency than ever before with Myriad.