Milestone Group is a global provider of investment technology solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. We are a technology company, born from a consulting and operational heritage which allows us to understand the bigger picture.

Our company is recognized globally as a thought leader and an architect of new enterprise business solutions for the funds industry. Our solutions continue to lead the industry towards enhanced best practice in efficiency and control in new areas through ongoing research and development.

We have established operations in Boston, London and Cape Town, with our headquarters in Sydney, Australia. Our clients operate our solutions across 15 countries, and we provide 24 x 7 follow-the-sun support operations.

Our team is grounded on the principal of industry experience. Our people are drawn from the world’s most highly regarded investment houses, fund distributors, banks and financial administrators, many having direct operations management experience.

Our Purpose is to improve revenues with innovative technology, drive down costs with in-built efficiency and reduce risk with design simplicity. 

Our clients are some of the world’s leading financial institutions – asset managers, life companies, pension funds, fund distributors and administrators. Each seeks measurable growth, founded on making sound decisions about their technology for today and for the future.

Our pControl solutions help organizations deliver new products to market, with speed and agility, safety of operations, and low operating cost. pControl integrates seamlessly with existing core technologies and is trusted by the industry’s leading firms to enable their investment product strategies.

Company details

Website

https://www.milestonegroup.com

Headquarters

Sydney, NSW

Year founded

1998

Company size

51-200 employees

Specialties

Fund Processing Technology, Fund Oversight Technology, Tax & Accounting Technology, Investment Analytics Technology, Multi-Asset Technology, CIO Operations Technology, Outsourced CIO Technology, life Company Technology, Pooled Product Processing, Fiduciary Management Technology , NAV Control Technology, Backup NAV, Contingent NAV, OCIO technology, and Master Trust Technology