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Data Driven Clarity

Coruscate is a specialised business intelligence platform that empowers asset managers with a consolidated view of Independent Financial Advisor activity across multiple investment platforms.

R2.5 Trillion

AUM

23

Investment Platforms

24

Management Companies

132

Clients

What We Do

Coruscate consolidates AUM and investor flow data using advanced fuzzy logic and pattern recognition to resolve fragmented reporting and deliver a unified, advisor-centric data cube.

 

This enriched intelligence empowers management companies to uncover strategic insights, optimise distribution, and drive data-informed growth—all through a fully licensed software-as-a-service solution that spans data sourcing, mapping, and scrubbing.

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Investment Platforms

Monthly data is provided by Lisp platforms in a variety of formats and with different naming conventions. Coruscate processes and loads files provided by the platforms listed below and the newer ASISA load formats that are currently being rolled out across the industry.



 

Clients with direct flows can load standard internal files to complete their investment universe.

Domestic

AIMS
Alexander Forbes
Allan Gray
Ashburton
Discovery
Glacier
Investec
Liberty
Liberty Evolve
Metropolitan
Momentum
Old Mutual
PPS Investments
PSG
Sanlam
Stanlib
Stanlib Delta

International

Allan Gray
Investec
Momentum Wealth
Old Mutual
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Services

Sales and Marketing

Coruscate assists management companies to enhance their campaigns through the following services.

  • Segmentation of target markets

  • Analytical Business Intelligence Tools

  • Evaluation of profitability across all aspects of your business

Business Development

Coruscate assists the Business to achieve the following outcomes.

  • Consolidated management information reporting

  • Business Development Manager (BDM) remuneration and target management

  • BDM to Financial Advisor relationship management

  • Business, BDM and Financial Advisor level performance reporting

Business Operations

Coruscate provides outsourced business processing for the following functions.

  • Management of technical relationships with LISPs

  • Processing and analysis of LISP data

  • Source data issue investigation and resolution

  • Strategic business support

Our Clients

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Get In Touch

We are here to assist you with any inquiries. Reach out to us for support or information.

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