Equisoft Trade for Asset Managers 1200x630

Better Customer Experience with a Pension Fund Administration Software

Formerly Altus Funds Gateway (AFG)

The leading trading solution for fund providers in the UK corporate pension market that automates the entire trading lifecycle to reduce your administrative effort and eliminate transcription errors.

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A funds trading and data distribution STP investment tool, for lower overhead and more accuracy.

Automate Your Entire Dealing Process Lifecycle, Including Price Reports and Holding Statements

Equisoft/trade for asset managers is a funds trading solution that automates the entire investment process from receiving and validating instructions, through execution and confirmation, to settlement, reconciliation, exception handling and audit trails.

1 Trade for Asset Managers Via Nova Market

Supports the ViaNova Market Practice

Full support for the ViaNova market practice using ISO 20022, and SWIFT.

2 Trade for Asset Managers Straight Through

Provides Straight Through Processing (STP)

With comprehensive integration mechanisms that work with your existing systems.

3 Trade for Asset Managers Management Tools

Provides Powerful Management Tools

Manage the fund trading cycle, and trade validation with reporting grids, message monitoring, audit trails, and more.

Automate Your Entire Dealing Process Lifecycle, Including Price Reports and Holding Statements

Leave Client Dealing, Price Reporting and Holding Distribution to Our Market Leading Solution

  • Supports orders through their entire lifecycle
  • Not tied to any network or provider group
  • Provides many views of the trading process
  • Continually checks for orders that need your attention
  • Allows trading of funds with a third-party admin
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We were able to use it to develop a streamlined investment administration solution that will help us provide DC clients with the flexibility and choice they, and their members, require as their pension schemes evolve.

Northern Trust

Used by over half of DC Fund providers to handle over 20,000 scheme trades every month

Aegon
Mobius Life
Northern Trust
Phoenix
Zurich
Scottish Widows
Abrdn

Flexible Deployment Options that Offer Complete Control Over Your Configuration and Systems

Automate Your Client Dealing Process for More Accuracy and a Better Customer Experience