Milestone Group - Global leaders in Investment Technology

Managed Technology Solutions for the

Global Investments Industry

Milestone Group is in the investment automation business. We are an institutional fintech firm serving asset owners, fund managers, and administrators of funds and pooled investments. Designed for low operating cost, high extensibility and improved product management, our pControl enterprise investment automation platform leads the global funds industry in operational efficiency, transparency, and control.

Latest Update

With the SEC 2a-5 rule deadline fast approaching, fund managers have the opportunity to implement systems to ensure an accurate and transparent valuation process, and bring fair value determination

20 July 2022

Buy Side Should Rethink Processes Ahead of SEC 2a-5

Robert Proctor speaks with Traders Magazine to discuss the price validation and fair value determination process pertaining to the rule that will be implemented on September 8th....

Asset Allocation

Solutions for Institutional Asset Allocators seeking bespoke Asset Allocation modelling, high efficiency Portfolio Implementation, streamlined Investment Operations, reduced operating risk and improved cost efficiency.

Oversight

Solutions for Asset Managers, Investment Companies and Pension Funds who outsource their fund accounting and investment operations seeking to mitigate reputational, financial and regulatory risk.

Fund Processing

Solutions for in-house back office operations, Third Party Administrators and Custodians seeking a high efficiency operating architecture to improve service levels, reduce operational risk with scalability.