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 hours a day.
For Financial Intermediaries
'MyCredo' - a multi-asset class, multi-currency web based platform, providing Financial Intermediaries with access to:
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 Client' - provides your Investors with a 'white-labelled' secure online platform:
'MyCredo Mobile' – provide your Investors with access to all their account information on their iPad and iPhone.
For Internal Use
'Data Portal' - data and information provision.
Credo's Wealth Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner. Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.