Technology

Overview

Credo provides cutting edge technology solutions that meet the needs of Financial Intermediaries and their Investors. Straight-through processing from order routing to custody ensures timely and accurate information is available online 24/7.

The Solutions

For Financial Intermediaries

MyCredo

MyCredo - a multi-asset class, multi-currency web based platform, providing Financial Intermediaries with access to:

  • Customisable views: tailoring of screens allows grouping of accounts and information displays
  • Risk profile tools: leverage Credo's proprietary solution
  • Research: includes Morningstar Analyst Research Centre
  • Consolidated view: view of all your Investors' accounts in a single screen
  • On-line trading: leveraging Credo's Trading Services
  • Reporting: includes a suite of performance reports and tax reports
  • Subscription service: for scheduling of regular report distribution to Investor

Open architecture – link from Credo to your proprietary or 3rd party vendor back-end system with near real-time FTP interfaces.

For your Investors

MyCredo Invest

MyCredo Invest - provides your Investors with a 'white-labelled' secure online platform:

  • Multi-browser solution
  • Real-time consolidated account information
  • Reporting includes a suite of performance reports and tax reporting
  • Enables your Investors to place trades online or limit access to information only
  • Research includes access to Morningstar Analyst Research Centre
  • Subscription service allows scheduling of regular report distribution

MyCredo Mobile – provide your Investors with access to all their account information on their iPad and iPhone.

For Internal Use

Data Service

Data Service - data and information provision

  • Service provides access to client, transactional, positional data & reporting information
  • Available in multiple formats (standard file, bespoke file, data service)
  • API accessed via HTTPS
  • Contains developer portal & documentation

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