Trustees
Automate operational workflows and support next-generation analytics, API’s and reporting requirements.
Asset class agnostic platform providing trust management, registry and payment solutions
Eliminates the need for separately created spreadsheets, housing key features for trustees, trust managers and custodians
Next generation Microsoft technologies, providing API and the highest standards of data security
Designed to address the required exchange of encrypted information without the use of emails, enabling best practices to be introduced between market participants in a safe, secure environment.
Automates key operational processes and enables the introduction of value added multi-function capabilities
Removing manual processing, additional value added services can be introduced to the application including waterfall validation, financial statements, automated payments and regulatory reporting
Benefits
Unparalleled functionality to meet the demands of structured finance participants.
Automated Enterprise System
Displace independently created and managed spreadsheets to support operations
Industry Best Practices
Supports industry requirements surrounding data encryption, integrity and third party compliance and security standards
Auditable and Traceable
Each customer mandate can be modelled, locked down, auditable and traceable
Automated Data Ingestion
Ability to ingest transactional information and related data in an automated and repeatable fashion
Full Transaction Modelling Flexibility
Powerful ‘Compliance’, ‘Funding’ and ‘Settlement’ engines using innovative formula’s that become easy to master
Hosted Software as a Service
No additional IT infrastructure needed. We manage it all including high availability, disaster recovery and IT support
Technology that Enables Best Practices
Now more than ever, organizations are subject to heightened regulatory, board and key stakeholder oversight. At TAO Solutions, our technology enables best-practices to be introduced, allowing our customers to focus on other value-creating activities.
- Streamline business operations
- Conform with regulatory and industry requirements
- Create real value involving regular business activities
- Enhance ROI and other key performance indicators
About TAO Solutions
Headquartered in Toronto Canada, trusted by leading global banks and financial institutions of varying sizes, TAO Solutions is a leading provider of software designed to empower the financial services industry with operational agility and robust capabilities.
For over a decade, TAO Solutions has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service. Representing a solution provider to 10% of the top global banks with more than $1 trillion in assets administered by our technologies, TAO Solutions is SOC II Type II accredited and a Gold Microsoft Certified Partner.
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