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About Miles Software

About Miles Software

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Miles Software is a global Fintech player in the Wealth, Portfolio and the Asset management space. MoneyWare, our flagship product is ranked #1 Private banking solution (IBS Sales League Tables 2016 and 2017, IBS Intelligence, UK). The company was founded in 1999 with a vision to be a techno business partner delivering excellence and value to financial services globally. We enable more than 300 financial services clients across 17 countries to stay ahead of the innovation curve. Our solutions cater to the complete business life cycle of the Wealth and Asset management business.

Building on more than two decades of experience, Miles Software has a market leadership in the Wealth, Asset and Portfolio management business across India, Middle East and Africa, APAC, and Europe. Our niche offerings under the brand MoneyWare ® in the Wealth and Asset management segment include solutions for CRM, Risk management, Revenue management, Custody, Leverage, and Securities lending. Miles Software also has a strong capability in Fund Compliance, Portfolio Risk and Business Analytics Reporting & Performance management and Mobile app for Wealth and Asset management. MoneyWare is built on the best of technology with deep expertise in the financial services businesses.

Excellence and Innovation has been the key theme at Miles. Miles Software continuously invests in building a comprehensive, integrated portfolio of offerings to capture the entire value chain of the financial services space, presenting a compelling value proposition for the global enterprises. Miles Software collaborates with its clients globally to help them achieve business excellence and create a sustainable advantage. The diverse clientele with average relationship of 8 to 12 years includes leading Private banking institutions, Asset Management Companies, Brokerage Firms, Trust banks, Wealth Advisors, Financial Institutions, and Family Offices.

With increasing penetration of digital age millennials, our focus is to develop technologies that empowers the end clients; use latest technology; cloud, mobility, latest CRM tools and SAAS model etc. and offering revolutionary and hi-tech solutions to our clients that would enhance the user interface and enrich our customer experience. We have expertise in building Robo Advisory platforms and use cognitive tools

We collaborate with clients to help them achieve excellence in their business and create a sustainable competitive advantage. State bank of India, ICICI bank, Kotak bank, Mahindra Asset management, Citibank, Barclays Wealth, Deutsche Bank, First Abu Dhabi bank, National Bank of Oman, and Tata Capital are some of our marquee clients across the globe.

To stay competitive and drive new business opportunity, you need to deliver innovation and value to your customers. You need a partner who can help create a new, enhanced offering to expand your portfolio of products. Our Technology Alliance program with Microsoft and SAP helps us to work on latest technologies and leverage them to provide robust & scalable solutions for our customers. It enables us with skill expansion, competency building, & exposure to MTC sessions and offers an effective and efficient support to build a strong footprint in the global marketplace. A decade of successful technology experience with Microsoft, we have been accredited the Microsoft ISV Gold Certified Partner.

We are able to gain easy, efficient ways to create new revenue opportunities by including best-in-class embedded reporting, high-value analytics, and dashboard functionality into our solutions by being an OEM partner for SAP BO.

The team brings in innovation and passion with them. Their deep understanding of the financial services business, experience in managing scalable implementations of large and small scale enterprises has enabled the company to build long-lasting relationships with our clients.

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