Insights

We employ a team of individuals with expert knowledge in their respective fields; in technology, and in the various financial sectors we serve globally. In the pursuit of contributing to the community in which we work, we regularly produce whitepapers, case studies, feature articles and videos to share our insights. We also participate in round tables and other formal discussions.

We believe that this exchange of knowledge and ideas enables continuous innovation in our field and allows us to remain in-step with and pre-empt the needs of our clients.

Blog

A seismic shift is coming: Intergenerational Wealth Transfer

16 December 2019

There is a seismic shift coming, as the baby boomer generation fast approaches a lucrative retirement when compared with posterity’s...

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Reimagining Superannuation – How super funds can take control of their entire member journey

12 December 2019

Australian super funds find themselves on the cusp of an exciting and challenging new era. The rapid pace of regulatory...

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Feature articles

21/12/2016 –

A new era for Australian life insurance
25/02/2016 –

Transform back office operations via digital innovation
25/02/2016 –

Realising the preventative power of genetic information
06/01/2016 –

Does operational efficiency secure competitive advantage?
16/07/2015 –

Successful software implementation
01/06/2015 –

Embracing a digital world

Whitepapers & round tables

Intergenerational Wealth Transfer

UK Whitepaper

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Reimagining Superannuation - Taking control of the entire member journey

Whitepaper by Paul Dunn and Jason Tong

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Case studies

Castle Trust - Taking back control

Rufus SaaS helps Castle Trust implement in-house admin with improved efficiency of service for new and existing customers. Castle Trust is an investment provider and specialty lending firm established in 2012. As of 30 September 2017, Castle Trust’s retail bond business had grown to £602.4m investment value under management.

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Smith & Williamson - deliver a fully integrated in-house service

Smith & Williamson Fund Administration Limited (Smith & Williamson) is an authorised fund manager for open ended investment companies (OEICs) and authorised unit trusts (AUTs). The firm administers 166 funds, valued at over £11.3bn FUM (as at March 2018).

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