Acumen
A comprehensive administration platform for Trust and Corporate Service Providers and other regulated businesses.
Acumen brings client and entity management, accounting, compliance, workflow and reporting together, with integrated onboarding through AcuHub and AI assistance through AVA.
Available as a cloud-based or on-premise solution.
Bring your whole operation together
Managing complex client structures often means information, processes and responsibilities are spread across different teams and systems. Acumen brings them together in one configurable environment, helping reduce duplication, improve visibility and give teams greater control over everyday administration.
AcuHub extends Acumen into onboarding and reboarding, while AVA brings AI directly into the platform to help teams find information, identify actions and reduce repetitive work.
Less administration. Greater control.
See the complete client and entity pictureBring entities, contacts, relationships, statutory information and assets together so teams can work from a consistent view of even complex client structures.
Reduce the work behind accounting and billingManage General Ledger, multi-currency accounting, financial statements, automated billing, time recording, WIP, debtor control and profitability without relying on disconnected processes.
Strengthen compliance oversightKeep client due diligence, source of funds information, compliance activity and FATCA and CRS indicators within the same operating environment, supported by detailed permissions and management controls.
Know what needs attentionSchedule tasks, manage workflows and use dashboards and flexible reporting to see upcoming actions, outstanding work and key management information more easily.
Cut onboarding effort with AcuHubAutomate onboarding and reboarding within Acumen, standardising KYC, CDD and AML data capture and reducing duplicate entry. AcuHub can reduce manual onboarding effort by up to 70%, saving up to five hours per case.
Put AI to work inside Acumen with AVAAsk questions in natural language, surface overdue reviews and upcoming actions, and create draft documents using information already held within Acumen, without relying on a disconnected generic AI tool.
Spend less time searching, duplicating and compiling
Bring core administration processes together so your people can focus more time on clients, oversight and decision-making.
- Client and entity relationship management
- Statutory recording
- Client due diligence and source of funds
- FATCA and CRS indicator recording
- Task scheduling and workflow management
- General Ledger and multi-currency accounting
- Financial statements
- Automated billing and profitability management
- Purchase Ledger
- Time recording, WIP and debtor management
- Asset recording
- Document and archive management
- Dynamic reporting and dashboards
- Onboarding and reboarding through AcuHub
- AI-assisted information retrieval and document drafting through AVA
- Integration with document management and third-party screening systems
- Training, support and regular updates
Uptime SLA
Security and control, your way
Regulated businesses need strong controls over sensitive client data without being forced into a single deployment model. Acumen can be deployed in the cloud or on-premise to suit your organisation.
Secure cloud deploymentUse Microsoft Azure SQL infrastructure with layered protection, intelligent threat detection and availability of up to 99.995%.
Keep infrastructure under your controlChoose on-premise deployment where your organisation wants direct control over its servers, data access and the timing of system changes.
Control who can see and do whatManage user permissions centrally and at granular levels. AVA operates within the Acumen environment and client data is not used to train external AI models.
Who is it for?
Acumen is used by organisations of different sizes across more than 20 jurisdictions, including TCSPs, family offices, law firms, fund administrators and pension administrators.
See Acumen in action.
Book a demo to see how Acumen can improve your processes, reduce manual work and enhance the way your team already works.
Questions answered
A specialist administration platform can connect client and entity records, statutory data, accounting, compliance, billing, workflows and reporting. Acumen brings these capabilities together in one configurable platform for TCSPs and other regulated businesses, reducing reliance on separate systems and duplicated processes.
Centralising client and entity data allows the same information to support multiple processes, while automation reduces rekeying and repetitive work. Acumen connects core administration, accounting, compliance, workflow and reporting, and AcuHub standardises onboarding data capture within the same platform.
AI is easier to control when it works within an established administration platform and its existing permissions. AVA is embedded within Acumen, uses information already held in the system and does not use client data to train external AI models.
Automating KYC, CDD and AML data capture can reduce duplicate entry and manual processing. AcuHub, built into Acumen, standardises these workflows and can reduce manual onboarding effort by up to 70%, saving up to five hours per case.
Yes. Acumen can integrate with document management and third-party screening systems, helping organisations connect important information and processes rather than operating them in isolation.
Yes. Acumen provides a proven foundation that can be configured, integrated and, where required, adapted around your workflows, reporting requirements, existing systems and operating model. This can include tailored workflows and reporting, specialist functionality, and connections to document management or third-party screening systems.
In good company.
From boutique trust companies to global banks, teams across the industry run on Vega.
Vega has taken the manual grind out of our client administration — what used to take days now runs quietly in the background.
Adam JefferiesJTC GroupCompliance and reporting we can stand behind at audit. The evidence is always there when we need it.
Richard MorrisPraxisOnboarding that used to take weeks now takes days. Our clients feel the difference from day one.
Sophie YabsleyTitan Wealth