For Genera Capital, a leading multi-family office, selecting a vendor was not something taken lightly, particularly as their investors represent some of the most affluent and sophisticated investors in Southern Africa. At the outset, it was clear that Genera Capital was looking for a technology partner, more than a mere vendor – a company not only equipped to embrace the latest technologies but also has a deep understanding of the mechanics, financial markets, regulatory and UX demands.
There was a vital need for a solution to have the ability to import various types of investment data in different native currencies and across multiple data sources, all consolidated in one report. These data sources could include BDA data, Unit Trust data, Life Products data, and international data files from various data vendors and stock brokers. The data could even be in-house fund data and/or manually captured transactions.
Genera Capital chose MarbleTech, and is now one of their satisfied clients. “Given our high-touch and bespoke investment management service, a well-rounded understanding of our needs together with a very personal touch made MarbleTech the obvious vendor of choice,” reports Genera Capital.
The Marble solution assisted Genera Capital to streamline its reporting processes, which includes a customised branded platform. With MarbleTech’s professional and friendly service, the Genera Capital team could discuss requirements and ensure the best solution available.
When joining forces with a client, MarbleTech always encourages an environment of cross-pollination of ideas to maximise return on investment. Some other satisfied clients include Harvard House Group and Aluwani Capital Partners.
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Visit Genera Capita: www.genera.global