Waystone (waystone.com) is the worldwide leader in fund governance, risk and compliance, representing leading investment funds with assets under management exceeding US$350 Bn. Waystone excels in delivering high quality Fund Governance, Risk and Compliance Services across a diverse range of investment fund structures and strategies.
+20 projects successfully achieved, including process automation
Centralizing all web applications and access into a web portal
Beautiful designs and user experience considering the preferences of the financial industry
Permanent offshore team constantly monitoring the tools
As a compliance and risk company, the main requirement is to automate and optimize the generation of risk, compliance and regulatory reports. This means the implementation of a compliance rules engine and a reporting tool allowing to generate both risk and regulatory reports in an optimized way, including a validation process as well as a configurable workflow that ensures reports have been successfully submitted to the regulators.
Since 2017, we have been in charge of the development and deployment of a modular reporting solution. It is accessible through a web portal for both internal and external users, allowing them to produce investor, compliance and regulatory reports. Waystone is trusting us as one of their favorite vendors, constantly challenging us to deliver new modules in short timeframe. Several projects are being developed simultaneously.
Development 100% offshore
From datamodel and business logic, to GUI design and development of the platform
Ongoing support (AMS)
Adjustments and enhancements on current functionalities of the platform
Agile methodology
Scrum-based, but more flexible and adapted to the specific needs of the client
Constant communication
Weekly touchpoints with the stackholders; daily meeting when clarification is needed
European project managers
+15 years of experience in the Asset Management industry; culturally closed to our clients.
Precise release notes
Release notes are sent when finishing the deployment and regression testing of a new version
The architecture has been designed to allow the development of modular components that can be plugged into a general framework/platform handling all transversal functions such as user management, audit and documents management.
As the Deputy CEO at Waystone, and client of QualIT for more than 4 years, I’m interacting with them at least weekly if not daily. I have first-hand experience of their software engineering and support activities in the fund management sector.
What I appreciate the most when working with QualIT:
