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Miles Software

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India

Founded in

1999 (26 Years)

Founded

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1.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know Miles Software

    Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space. The company is ranked No.1 in the prestigious IBS Sales League table 2016, a flagship rating barometer of IBS intelligence. Miles Software enables more than 300 financial services clients across 17 countries to stay ahead of the innovation curve. The solution caters to the complete business life cycle of the Wealth and Asset Management business. Building on more than 17 years of experience, Miles is a techno business partner delivering excellence and value to financial services globally. Today, Miles has a market leadership in the Private Banking space and its’ flagship product MoneyWare® covers the complete life cycle of the Private Banking business including CRM, Portfolio Management, Risk Management, Revenue Management, Mobility and Client Portal. Miles also has a very strong capability in Custody, Leverage, Securities Lending, Fund Compliance, Portfolio Risk and Performance Management. The company has diverse clientele with average relationship of 8 to 12 years including Private banking institutions, Asset Management Companies, Brokerage Firms, Wealth Advisors, Financial Institutions and Family Offices. Their deep understanding in the financial services business, experience in managing scalable implementations of large and small scale enterprises has enabled them to build long-lasting relationships with their customers and provide differentiated value to their business.

    Industry

    • Financial Other ServicePRIMARY
    • Financial Wealth Management
    • Technology Software Development

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