arrow_circle_right Financial services
Consulting and technology for wealth and asset management
Simplify complex technology estates, improve advisor productivity, and deliver better digital experiences for your clients.
Wealth & asset management sectors
Wealth managers and asset managers face a widening gap: client expectations rise faster than budgets, while technology estates grow more complex. We help close it – rationalising platform landscapes, equipping advisors with genuinely useful tools, and turning SFDR, MiFID II, and DORA reporting into an automated process rather than manual control work.
Private Banking
Asset Management
Investment Funds
Brokerage
WealthTech
arrow_circle_right Why it matters
Challenges we help you tackle
Advisor productivity is constrained by fragmented tools, manual reporting, and time spent on data gathering rather than client relationships.
Clients increasingly expect on-demand portfolio visibility and personalised digital experiences.
Complex technology estates – often including multiple legacy platforms – drive high maintenance costs and integration risk.
SFDR, MiFID II, and DORA obligations require robust, automated reporting across the full data lifecycle.
Private assets (private credit, real estate) are growing as an allocation – but operational readiness often lags.
arrow_circle_right Our consulting and technology services
Platform rationalisation and core systems
- Assessment and simplification of technology landscapes – identifying redundant systems, consolidating vendors, eliminating costly integrations.
- Advisory, implementation, and modernisation services for leading platforms: Murex, Kondor, and Calypso – across sales and distribution channels, operations and NAV calculations.
Advisor productivity and digital client tools
- AI-assisted client preparation and automated reporting tools for relationship managers.
- Lightweight but sophisticated client portals offering on-demand portfolio visibility.
- Mobile-first applications for wealth managers and their clients – intuitive, secure, and compliant.
- CRM solutions tailored to wealth management – supporting personalised client engagement and more effective prospect management.
Advanced data intelligence and AI
- High-performance data aggregation and transformation – turning multi-source operational data into actionable business intelligence, integrated with your existing BI and reporting infrastructure (Power BI, Tableau, or bespoke).
- AI-powered data extraction to automate research, compliance, and reporting workflows.
- Customised data visualisation tools for market trend analysis, trading opportunity identification, and financial data presentation.
Regulatory technology and operational resilience
- DORA ICT risk framework implementation, third-party risk management, and business continuity planning.
- Unified data architecture for SFDR, MiFID II, and DORA reporting, replacing fragmented silos with a consolidated, automated platform.
- AI workflow automation – reconciliation, client reporting, contract and document extraction – deployable within 6–12 months on existing systems, with no large-scale transformation required and targeted at firms running lean operations.
Private assets readiness
- Operational readiness assessment to onboard private credit, real estate funds, or other alternative asset classes.
- Gap analysis, vendor shortlist, and phased roadmap – clear decision points before material investment.
arrow_circle_right Key facts
2,000+
engineers across the Spyrosoft Group
300+ clients globally
including 10+ major financial institutions
Listed on the Warsaw Stock Exchange
$167M USD revenue in 2025
Compliance with standards
FCA, EBA, DORA, GDPR, PCI DSS
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