AKRA Investment Services

AI driven Financial and Technology Services provider specializing in Investment Services, Data Analytics and Custom Solutions.

About Us

AKRA provides custom solutions and services for Financial, Banking, Investment & Wealth Management Institutions and our expertise and knowledge in the field ensure our clients benefit from the highest level of service.

Our team is made up of experienced financial & technology professionals who are committed in delivering products for the unique needs and requirements of our clients.

At AKRA, we specialize in Investment Technology for Trust Accounting, Fund and Shareholder Services enhancing operational efficiency in the middle and back-office roles for Institutional Investors, Asset Owners & Asset Managers.

Platform

AKRA’s state-of-the-art proprietary technology is flexibile and scalable allowing to customize solutions to the specific needs of each client. Our SaaS platform, equipped with dashboards and API integrations, facilitates financial data aggregation and normalization from mulitple sources delivering top-tier Investment Services, Analytics and Reporting for our clients.

At AKRA, our commitment drives us to offer technology and services aligned with current market trends with access to the most cutting-edge tools. We prioritize the security and confidentiality of our clients data and our cybersecurity is overseen by a team of experts with a deep understanding of network security & data encryption and is fully committed to implementing the best practices to safeguard our systems.

Whom We Serve

Institutions

OCIO's
Custodians
Banks
Family Offices
Wealth Management
Trusts
DB, DC & 401K Plans
Asset Owners
Asset Managers

Funds

Alternate Investments
Private Equity
Hedge Funds
Real Estate
LGIPs & Pooled Funds
Private & Collective Funds
Fund Of Funds & Virtual Pools
Retirement Funds
Hub & Spoke Funds

Endowments & Foundations

Endowments
Foundations
Donor Accounts
Universities
Charitable Organizations
Charitable Trusts
Donor Advised Funds
Pooled Income Funds

Accounting

Transfer Agencies
Fund Accountants
Plan & Participant Accounting
Trust Accounting
GASB & FASB
Look Through Reporting
Record Keepers

Investment Services

AKRA delivers comprehensive suite of financial and accounting services to address a broad spectrum of investment requirements through our SaaS platform. Our services optimize middle and back-office operations for Fund companies, Asset Owners and Asset Managers for Investment Accounting and Transactional Processing, Allocations, Expense & Performance Tracking, Billing, Reporting and Fund & Investor Services.

Our integrated solution and straight-through processing enhances operational efficiency, reduces manual workload and ensure precision in financial processes. Whether clients choose to utilize our SaaS platform or opt for our comprehensive full-service model, they can seamlessly navigate the complexities of investment accounting helping clients to focus on strategic decision-making and enhance overall client satisfaction.

Product Development

At AKRA, we provide Investment solutions tailored to each individual business. Our range of services includes product design, development and support and our team of experts is dedicated to understanding your unique needs and challenges, allowing us to deliver innovative products. Our custom solutions enhance operational efficiency, streamline processes and meet the evolving needs of the industry.

Our Build, Operate and Transfer (BOT) model allows combination of development, implementation, staffing and training creating a holistic approach to technology solutions. This integrated strategy allows clients to implement new technologies effectively and maintain the expertise required for investment services.

Consulting

AKRA’s consulting provides implementation and IT staffing services to clients looking to navigate the complexities of technology adoption and ensure they have the right products and talent in place. Our services offers access to a pool of professionals with diverse skill sets and domain expertise in Finance, Investments and Banking sectors.

Our services assist clients in acquiring the right talent for their technology needs with professionals having necessary skills and experience to contribute to the success of IT projects and initiatives. Our flexible staffing models allows clients to scale their IT teams according to project requirements adding value to handle fluctuating workloads, special projects, or specific skill set needs.

Data Analytics

AKRA offers data aggregation and analysis solution that your business needs. Our platform with state-of-the-art technology provides a single solution for data aggregation and analysis, making it easy to manage and obtain insights for businesses of all sizes.

Our user-friendly software provides a range of analytics, making it easy to understand your investment data. Whether you’re working with one data source or many, our automated system ensures that your data is accurate and helps perform real-time analytics.

AKRA