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Custody Banking Platform

A multi-tenant custody banking platform that digitizes end-to-end custodian services between Portfolio Management Companies and institutional banks, eliminating manual processes.

Financial Services
.NET Azure Microservices PostgreSQL RBAC

Product Overview

A multi-tenant custody banking platform that digitizes end-to-end custodian services between Portfolio Management Companies (PMCs) and institutional banks. The platform completely eliminates manual processes, delivering a fast, error-free, and auditable portal infrastructure.

With role-based access control (RBAC) and PMC-level authorization, the platform provides secure user management while making fund definitions, broker and commission management, IBAN and financial account configurations fully manageable from a centralized interface. All uploaded data passes through a standard Maker-Checker (Uploader-Approver) workflow before processing.

The integration layer supports EFT and wire transfer processing to financial systems, automatic conversion of PMC-sourced file formats, and financial account query services — minimizing operational workload and elevating custody service quality to international standards.

Key Features

  • RBAC and PMC-level authorization for secure, segmented user management
  • Fund definition and management with broker and commission configuration
  • IBAN and financial account management from a centralized interface
  • Maker-Checker approval workflow for all data operations
  • EFT and wire transfer integration with core banking systems
  • Automatic file format conversion for PMC-sourced documents
  • Financial account query services for real-time balance and transaction data
  • Multi-tenant architecture supporting multiple PMCs on a single platform

Technical Highlights

  • .NET microservices architecture deployed on Azure
  • PostgreSQL for transactional data with full audit trail
  • Event-driven integration layer for financial system connectivity
  • Comprehensive reporting and compliance dashboard
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