SHIV KUMAR BASIN
CTO – STATE BANK OF INDIA
State Bank of India has partnered with Miles Software for its technology for the recently launched wealth management business. The solution was implemented in three months’ and executed seamlessly in a cohesive manner. I am very impressed with the professionalism and commitment shown by Miles Software. The team’s’ approach in helping us overcome the challenge of integrating with multiple third party systems is highly commended. We are confident that this partnership with Miles Software will truly enhance our competitiveness in the market.
SENIOR VICE PRESIDENT – TECHNOLOGY
KOTAK MAHINDRA BANK
Financial advisors present the customer portfolio sliced and diced with every conceivable piece of information. Customers feel their investments are taken care of, which leads to stronger relationships.
JYOTSNA PRASHANT KORGAONKAR
SENIOR VICE PRESIDENT
HEAD – OPERATIONS
We chose MoneyWare FundWare for its ease of use and its ability to scale. The team from Miles Software was very professional and had a good understanding of the industry. Their focus on customer service enabled a seamless on time solution deployment.
– A UK BASED INVESTMENT MANAGER
We are using MoneyWare FundWare Investment Compliance & Regulatory Reporting solution for over a year. FundWare enables us to do daily compliance check for UCITS rules, along with the Annex IV reporting, Liquidity and Leverage monitoring under AIFMD. The solution has helped us manage multiple regulatory requirements of our clients in a single technology solution, bringing in operation efficiencies and cost reduction. The support team has been very responsive to our needs and have the technical and functional expertise to meet our requirements.
DIRECTOR & COO
We have found the people at Miles Software to be professional in their approach, very knowledgeable and always keen to help. The system enhancement for our particular needs, and the subsequent installation was effortless and the software has been proved to be stable.
SENIOR VICE PRESIDENT AND HEAD IT
MOTILAL OSWAL FINANCIAL SERVICES LTD.(MOFSL)
MoneyWare Fund Management enables our asset managers to focus on growing client investments that boosts trust and confidence. And the cost savings and regulatory compliance is a big plus.
BRITAM HOLDINGS LTD
MoneyWare caters to the complete life cycle of our business, from Investor management to the Front to Back Office Asset management business and beyond. The system has helped to replace multiple functions in disparate systems and some of the cumbersome processes that were being followed. The system is now scalable and will help BRITAM to offer new products to the market along with achieving Operational efficiency. Miles Software’s track record, with a vastly experienced team and ability to execute large-scale projects, helped us to Go Live and start generating business benefits. We have lot more customer oriented initiatives planned with Miles soon, in line with Britam’s strategic growth trajectory
MANAGER – GLOBAL CUSTODY
MoneyWare custody is a scalable and stable solution. It has enabled the bank to improve operational efficiency and provide a total view of all accounts and interactions it has with its customers. Additionally, the solution also improves the quality and consistency of services to our clients.
SR. VICE PRESIDENT OPERATIONS
EDELWEISS SECURITIES LIMITED
Miles has proven their expertise in the financial domain by deploying a cost-effective solution for our custodial business. We are delighted with the commitment and professionalism shown by the Miles team during the implementation & support of the custodial software.
Collateral and loan management solution
Clix Capital Services Pvt Ltd
We are delighted to collaborate with Miles Software in a quest to drive our new lending portfolio – Loans Against Securities for our newly launched consumer finance business. This partnership aims to leverage their platform and domain expertise to provide a seamless financing experience to our customers on the MoneyWare Collateral Based lending platform. The team has an excellent record of accomplishment on the domain. Their swift deployment has helped us launch products quickly with simplicity and innovation.