Acumen

Trust and Company Administration

Home/Products/Acumen

The on-premise version of our widely used and highly respected administration systems for the TCSP sector.

Acumen simplifies the complex task of private wealth management for ultra-high-net-worth individuals and their families. It brings sophisticated automation to record keeping, investment management, payment processing and compliance and regulatory requirements.

Designed to be easy to use, Acumen has a dynamic database management system that enables you to respond rapidly to ever changing requirements, whilst maintaining data integrity.

Used by

  • Trust & Corporate Service providers (TCSPs), family offices, law firms administering trusts, intermediaries, fund and pension administrators.

Acumen is

  • Scalable - Used by all sizes of organisations across a range of financial services sectors.

  • Globally recognised - Adopted in over in over 20 jurisdictions.

  • Effective - reduces costs through automation and improved operational efficiencies

  • Secure - provides key management controls for ensuring regulatory compliance, efficient business management and safeguarding of client data.

Acumen provides

  • Accessibility - Installed directly on to your company servers, Acumen is available on your internal network that is accessible anytime, regardless of the status of your internet connection.

  • Complete control - Having dedicated servers within your business means your data and hardware are all yours. Acumen upgrades and system changes are at your convenience.

  • Powerful tools - To help you manage your business, Acumen eliminates repetitive and time-consuming manual tasks and avoids duplication. Easy to use features include advanced time recording, automated billing, profitability management and debtor control. Acumen allows you to keep track of tasks and activities and benefit from flexible client reporting tools.

Book an Acumen demo

Key features

Client Administration

Tasks

Financial Accounting

Sales Ledger

Purchase Ledger

Client Diligence

Employee and User Security

Work In Progress

Archives

Asset Recording

Reporting

Training

We provide full training on all our solutions either remotely or on-site.

Support & Updates

We have a responsive, in-house support team who consistently deliver the highest levels of customer satisfaction. The software is updated regularly with new releases made through the system portal.

Integration

Acumen can interface with document management systems, for example Sharepoint, Laserfiche, EDocs and also third party screening providers such as Moody’s, Riskscreen etc.

Security

On-premises storage is completely restricted from anyone other than authorised personnel. In Acumen access to client and business data can be controlled centrally to further ensure sensitive data is protected.

Custom Options

As well as meeting ever changing industry and regulatory requirements, Acumen can be adapted to specific site and user needs, please contact us (Link) to discuss your requirements.

Some of our clients

Cutting-edge solutions for global industry leaders

Vega is fully aware of the challenges that Financial Services firms face; they understand our ever-changing requirements. The team see the value of well developed, robust and configurable software solutions and in the current wave of aggressive digital transformation, Vega will continue to be a core partner to us.

Adam Jefferies, JTC Group

Vega has proven itself as highly organised, efficient and reliable partner in developing of complex and time critical applications. The results have exceeded our expectations and delivered a new, efficient, secure and user-friendly solution which greatly benefits our clients and the business.

Linas Paulauskas, Kleinwort Hambros Bank Limited

As our business grows and develops with our clients’ and regulatory requirements we depend on having reliable, adaptable, and cost-effective software solutions, which we continuously develop alongside Vega. The longevity of our relationship with Vega is testament to the team’s service delivery.

Richard Morris, Praxis

We have a long and valued relationship with Vega Technology. Over the years, Vega has become a trusted partner that has enabled us to deliver on a number of value-add technology initiatives ranging from management information reporting capability to the creation of a core banking system, online banking with straight through processing capability together with direct SWIFT payment processing.

Nick Leale, Investec

The need for business effectiveness and increased regulation has required us to focus on the use of software, and our user experience has been a good one. The service from Vega has always been client-focused, the team keep abreast of best practice and develop solutions to meet our current needs and maximise future opportunities.

Richard Agnelli, Collas Crill Trust

The benefits of DigiHub were evident throughout the development process. The absence of forms being posted out and the elimination of manual keying in of data not only saved time but also reduced the risk of errors. Moreover, the platform empowered relationship managers to focus on strategic client engagement and reassessment of profiles rather than administrative tasks.

David McGall & Sophie Yabsley, Ravenscroft
View case studies
This website uses cookies in order to provide you with the optimal experience. To find out more, read our cookie policy.