Helping Asian Wealth Management Communities interact

Miles Software

Digital & Technology

Company overview:

Miles Software is a global technology specialist in the Wealth, Asset and Portfolio management space.  The company is ranked No. 1 in the prestigious IBS Sales League table 2016, a flagship rating barometer of IBS intelligence. Miles Software enables more than 300 financial services clients across 17 countries to stay ahead of the innovation curve. The solution caters to the complete business life cycle of the Private Wealth and Asset Management business.

Building on more than 17 years of experience, Miles is a techno business partner delivering excellence and value to financial services globally.

Today, Miles has a market leadership in the Private Banking space and its’ flagship product MoneyWare™ covers the complete life cycle of the Private Banking business including CRM, Portfolio management, Risk management, Revenue management, Mobility and Client portal. Miles also has a very strong capability in Custody, Leverage, Securities lending, Fund Compliance, Portfolio Risk and Performance management.

The company has diverse clientele with average relationship of 8 to 12 years including Private banking institutions, Asset management companies, Brokerage firms, Wealth advisors, financial institutions and Family offices. Their deep understanding in the financial services business, experience in managing scalable implementations of large and small scale enterprises has enabled them to build long-lasting relationships with their customers and provide differentiated value to their business.

Products & services:

  • • Digital & Technology