Milestone Group

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Overview

Milestone Group is a global provider of advanced software solutions to asset managers, fund product manufacturers and distributors, life and pension companies, and fund administrators. 

Our pControl funds platform is a single application platform delivering market leading operational efficiency, transparency and control to key business functions. Clients can select standard or tailored solutions including:

  • Fund Oversight - oversight of outsourced functions.
  • Fund Processing - valuation, pricing, validation, cash allocation, rebalancing, income processing.
  • Fund Distribution - fund orders, income, fee rebates, fund reconciliations.
  • Tax & Accounting – general ledger, CGT, distribution processing and calculation, tax expense calculation
  • Investment Analytics – fund performance, investment performance and attribution

We recognise the central role of technology enabled operational models in competitive positioning and in addressing industry efficiency to improve overall investor returns and satisfaction.  Milestone Group is committed to creating innovative technology solutions that unlock, create and deliver benefits to market participants, directly addressing a range of current industry priorities including:

  • Efficiency, scalability and connectivity
  • Flexibility and fund product innovation
  • Transparency, accountability and operational risk reduction
  • Operating model advancement – local / functional / distributed / offshore / industry
  • Software application strategy advancement
  • Outsourcing – oversight / accountability
  • Regulatory change

Milestone Group brings global insight and proven technology to deliver a unique business partnership.