SAFARI: Your All-in-One Solution for Seamless Operations.

Explore Safari in action

A smarter way to navigate portfolios, elevate insights, and streamline your workflow.
In under a minute, these interactive demos reveal how Safari brings clarity to complexity. Built for speed, precision, and ease of use, Safari helps you access what matters—faster. See how the platform is reshaping the portfolio management experience, one focused insight at a time.

A new way to view your portfolio

Get a first look at Safari—our cloud-native portfolio management solution designed to simplify complexity. With this 1-minute interactive demo, walk through how to instantly access essential data with our Insight dashboards. Experience a seamless overview of your fund’s performance and understand the exceptions you need to. Ready to see what’s possible in just a few clicks?

Reimagining ETF data access

What if accessing your ETF information was faster, clearer, and more intuitive? This interactive demo—just under a minute—offers a fresh perspective on how data can be organized and surfaced. It’s designed to help you quickly find what matters most, without the clutter. Curious? Take a peek in just a few clicks and see it in action.

The complete portfolio management technology.

Orders, executions and trades

Compliance, risk and liquidity

Cash & Trade, settlement and integrated reconciliation (T0 & T1)

Valuations, accounting and performance

Built-in process automation and data discovery

Straight through processing (STP) efficiency

Bespoke dashboard and reporting to run your portfolios effectively

An investment team to operate and scale your investment business.

Scalable outsourced operational support designed to grow with your business

On-boarding, supporting business change and providing your virtual project management team where required

Custom process design, documentation and implementation by a dedicated operations team

Operational management controls, task and review scheduling and key performance indicators

Oversight of external parties ensuring the quality of your data and reporting

Externally audited processes and technology environment certified to ISO 3402 standards.

We ensure that your portfolio information is precise and timely so that you can rely on this information in support of your investment decisions and reporting

How Safari works

Access your portfolio management data and reports remotely via a secure web interface.

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Connect seamlessly to market counter parties, data providers and your legacy environment with our straight through processing (STP) functionality.

Draw on our extensive library of existing report and widget templates developed for leading fund managers.

Download, access or schedule reports in the format that you require.

Permission access across your team according to your own operational requirements.

Operate from a single source, robust platform to ensure all processes are working from the same, accurate portfolio activity data pool.

Use our report writer or work with our team to build highly customized reports and dashboards.

TrussEdge Operations Manager Mary Haas explains how our team supports daily operations.

Connect with us and set up a demo meeting!

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