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A comprehensive software solution for Wealth Managers

Myriad offers a complete front to back office solution for wealth management firms operating in a multi-currency, multi-asset and multi-market environment.

Provide added value and better customer service

A single interface

Manage investor portfolios and order management through a single interface. Myriad’s customisable front-end Advisor Portal and Investor Portal aggregate customer, portfolio and market data into multi-view pages.

Create more efficient workflows

Customise Myriad to streamline your wealth management workflow. Reduce admin time, eliminate duplication, and create operational efficiencies by integrating and automating Myriad functionality across the full transaction lifecycle.

Sophisticated reporting solutions

Report on data aggregated across multiple platforms and provide a highly customised, automated reporting system with report packs that can be assigned to clients or portfolios and individually tailored for brand, currency and frequency.

Unmatched functionality customised for Wealth Managers

Myriad strengthens and streamlines every step of the wealth management process.

Investor Portal

Engage customers in their wealth creation, with a highly customisable, multi-view pages 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.

Upgrading your wealth management system is easy with Myriad. Whether you want to extend existing functionality, or need a full replacement, Myriad integrates seamlessly to add value and mitigate risks.