Technology Solutions

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

'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

'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
Talk to us

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.