Business Needs

Investment management industry

Portfolio Management

Heart of your business activity. Choices specific to your business w.r.t Asset classes, Currencies, accounting etc.

ASSET MANAGEMENT

Single & simplified platform addressing entire investment process automatically

FAMILY OFFICE

Maintain your family heritage & legacy while keeping pace with newer opportunities

REGULATORY REPORTING

Keeping pace with regulatory demands and having data- accurate, organized and secure

INVESTMENT ACCOUNTING

Simplified, accurate and versatile accounting processes for both traditional and alternative funds

CLIENT REPORTING

Transparent Reporting satisfying unique customer needs around  performance, fees, commissions etc.

RULES MANAGER

Automate complex administrative task as well as configurable pre and post trade compliance’s

CLIENT MANAGEMENT

Customer 360 view and reporting enabling profitable and personalized relationship

PORTFOLIO PERFORMANCE ANALYTICS

Real Time / On-Demand view and detailed analysis of “How You Are Doing At That Moment”

PORTFOLIO RISK ANALYTICS

Automated risk monitoring and reporting addressing wide variety of Regulatory Compliances

Services

Realizing maximum benefits from technology investments & advancements for competitive edge

Retail & Corporate Banking

Bank Statement Analyzer

Accelerate your credit assessment by analyzing customers bank statement automatically

Financial Data Extraction

Intelligent data extraction from financial documents like Balance Sheets, Schedules, P & L Statements

Image Data Extraction

Blending of OCR and Image Analytics for cost-effective data extraction & analysis

Credit Scoring

Analyze customers financial positions and generate credit scores for risk adjusted lending

Process Optimization

Image Analytics, OCR and RPA tools blending for cost-effective business processes

Data Management & Artificial Intelligence

Image Analytics

Advance your object recognition, matching, layout analysis journey by utilizing deep learning and machine learning

Video Analytics

Motion detection & Pattern recognition enabling comprehensive security, intelligence and investigative capabilities

Big Data Management

Accelerate your big data analytics journey. Acquire, Aggregate, Analyze and Visualize streaming and traditional data at fraction of cost

Cloud Consulting

Cloud consulting for partnering in architecture, development, transition and deployment strategy for your personalized business needs

Data Science

Utilize Deep learning and Machine learning and generate actionable insights for business optimization and growth

Our Products

Our Products & Frameworks

Genesis

A single suite addressing your wide variety of Investment Management (multi-geography/multi-assets/multi-currency) needs covering aspects such as Portfolio Management, Investment Accounting, Client management, Family Offices, Reporting & Compliance's, Alternative Investments etc.

C.A.R.T

Our disruptive solution for Banks & NBFCs, leveraging Machine learning and Image processing techniques (including OCR) for extracting financial information from bank statements, passbooks, ITR, GST, Salary Slips, Balance sheets, P&L statements,, enabling cost effective and faster credit decision making.

DATADIMENSIONS

DataDimensions- Big data & advance analytics framework, addresses all four quadrants of data management landscape - Data Acquisition, Data Lake, Visualization and Data Science. Accelerator for AI driven Document Data Extraction, Image Analysis, Streaming Data Analytics and building data science models.

MyConCall

MyConCall- Regulatory compliant and configurable Video KYC, Document sharing & PD product that accelerate customer onboarding and verification utilizing face matching, NLP driven text matching, location matching, call scheduling and offline Aadhar and PAN verification (In Indian Context).

Our history

Novel Patterns – utilizing technology innovations to provide simplified solutions in Investment Management, Banking, Healthcare, Aviation, Insurance and Manufacturing landscape. The company was founded with a vision of delivering technical innovations to customers enabling simplified and cost-effective operations.

Genesis® our flagship product addresses complete business life cycle of Wealth, Portfolio and the Asset management space. Clients have the capability to manage all asset classes and jurisdictions, both now and in the future, from a single accounting and investor servicing platform. Our advance analytics and big data management expertise enables customers with competitive edge.

DataDimension® is our framework enabling cost effective big and traditional data management, accelerating advance analytics journey of organizations.

C.A.R.T is our data extraction offering utilized by financial institutions for accelerating credit assessment process by analyzing customer financial details available as pdf’s, scanned images of banks statements, passbooks, credit cards, balance sheets, P&L statements etc.

MyConCall is our offering addressing customer onboarding and verification utilising video communication and data sharing. Fully compliant (RBI norms in Indian Context) with features like face matching, document data matching, information verification (offline Aadhar and Pan in India), scheduling, liveliness checks and much more. Not only customer verification but it fasten up personal discussions and document sharing in various other processes such as PD during loan sanctioning and closures.

Our Responses

Contact US Now

Send US a Message !