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About Miles Software

About Miles Software

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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Miles Software is a technology specialist in the Wealth, Portfolio and the Asset management space. MoneyWare® 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 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.

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.

MILES AHEAD - The Miles Advantage

Why us? We have an unmatched track record and our 300+ customers can vouch for that. Today, Miles is a preferred partner to many institutions because of our:

Miles Software - Corporate Biography

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

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