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Milestones

Milestones

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System

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Professionals from the capital markets and technology industry; their passion to make a difference in this market space; expertise and experience put together was the seed funding for Miles Software. A decade and more, Miles Software has rapidly grown into a specialist in the Wealth, Portfolio and Asset management space.

The company was incepted in 1999 and launched the MoneyWare PMS product in 2002. The next four years was a phase of establishment. From the first customer installation in 2003 to the private equity funding we received in 2007, in this phase we also crossed several other significant milestones such as conquered newer markets in Europe and before we knew it, Miles Software was a 100-customer strong company.

2008 onwards Miles Software expanded as an organization. We spread our offerings with newer offerings in the Collateral based lending, Custody, fund management and diversified into Managed Services Business. We touched the 250-customer mark in 2009 and in 2011, set up our first international office in Dubai, UAE.

2011- 2016 has been the phase of international expansion. Forayed into Africa, Qatar, Oman, Bahrain, Philippines. Brought in product innovations using advanced technology and launched solutions in mobility, Portfolio risk and performance management, self-service reporting and created a true value differentiated to our digitized customers. This hard work defined a historic moment for us as we were ranked as the No 1 Private Banking solution by IBS intelligence, UK in the IBS sales league table 2016.

The journey has been treasurable: success, failure, learning, toughening up, wizening, growing... but there’s so much more to accomplish, to discover and to learn. You simply cannot get better than Robert Frost while summing it up, ‘Miles to go before we sleep’!

This coupled with the team expertise and experience puts us, miles ahead of competition.

Miles Software - Growth Trajectory

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System