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.
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 |
Services
Sales and Marketing
Coruscate assists management companies to enhance their campaigns through the following services.
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Segmentation of target markets
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Analytical Business Intelligence Tools
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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
