We manage the data.
You manage the wealth.

We consolidate data from all your platforms, vendors, and systems into a single source of truth—so you can focus on investments, not infrastructure.

15+
Years Experience
19
Platform Integrations
Weeks
Not Months to Deploy
Azure
Enterprise Security

Trusted by leading financial services companies

M&G Investments
PPS
RE Capital
Riscura
Constellation Capital
Fundhouse
Omega Wealth
Khumo Capital
Stonefield Advisory
Lead Impact Capital
M&G Investments
PPS
RE Capital
Riscura
Constellation Capital
Fundhouse
Omega Wealth
Khumo Capital
Stonefield Advisory
Lead Impact Capital

The Data Challenge

Financial professionals struggle with fragmented data spread across numerous systems. We change that.

Without Fundstream

  • Multiple data sources each requiring setup, approval and security audit
  • Inconsistent data formats and standards
  • Manual reconciliation and error-prone processes
  • Delayed reports and compliance risk
  • Costly internal IT teams to maintain

With Fundstream

  • Integration with 19 leading investment platforms in South Africa
  • Standardized, consolidated, source of truth
  • Automated pipelines with quality checks
  • Timely insights and on-demand reports
  • Expert team handling all data operations

End-to-End Data Operations

Six integrated services covering your entire data lifecycle

Data Collection

Vendor management & data acquisition

Our dedicated data operations team takes over vendor management responsibilities, coordinating with suppliers to handle contractual arrangements, establish communication protocols, and maintain strict delivery schedules.

Signed agreements with 19 investment platforms
Cyber security insurance coverage
Building and monitoring of data pipelines
Secure cloud infrastructure

Data Management

Enrichment & standardization

Our expert team handles intricate data operations to ensure consistency and accuracy across different platforms, creating a single consolidated source of truth for all your investment portfolios.

Fund and instrument classification
Relationship mapping between entities
Deduplication across platforms
Transaction code standardization

Cloud Database

Azure-hosted data warehouse

Best-of-breed cloud data warehouse specifically designed for the complexities of financial services data, hosted on Microsoft Azure with enterprise-grade security.

Low code data warehouse builder
Star schema methodology
Hosted in your Azure or ours
Historical change tracking

Reporting

Custom branded PDF reports

Customized, high-quality, print-ready PDF reports tailored to your specific requirements with full integration of your branding elements.

Web based reporting module at scale
Fund fact sheets & investor reports
Self-service commentary management
On-demand generation & distribution

Power BI Analytics

Interactive dashboards & insights

Expert database developers build Power BI models and dashboards that transform raw data into interactive, insightful analysis.

Cross-platform data visualization
Near real-time insights
Trend analysis & decision support
Custom dashboard development

Software Development

Bespoke financial systems

Dedicated team of software developers with extensive asset management industry experience, translating complex requirements into effective solutions.

Systems we've built:

Assessment of Value System for M&G
DFM System for Fundhouse
Fund Trading System for Riscura
Property Budgeting for RE Capital

Data Collection

Vendor Management & Data Acquisition

Our dedicated data operations team takes over vendor management responsibilities, coordinating with suppliers to handle contractual arrangements, establish communication protocols, and maintain strict delivery schedules.

Signed agreements and security approval from 19 investment platforms
Cyber security insurance coverage
Building and monitoring of data pipelines
Secure cloud infrastructure to receive data
File format validation upon receipt
Proactive troubleshooting with data suppliers
Handling of missing files, format discrepancies, and delays

Data Management

Enrichment & Standardization

Our expert team handles intricate data operations to ensure consistency and accuracy across different platforms, creating a single consolidated source of truth for all your investment portfolios.

Fund and instrument classification to industry standards
Relationship mapping between entities such as instruments & derivatives
Deduplication of funds and instruments across platforms
Transaction code standardization across providers
Fund lookthrough hierarchies for underlying exposures

Cloud Database

Azure-Hosted Data Warehouse

Best-of-breed cloud data warehouse specifically designed for the complexities of financial services data, hosted on Microsoft Azure with enterprise-grade security, reliability, and scalability.

Low code data warehouse builder enabling rapid customisation
Best practice data warehouse principles based on star schema methodology
Hosted in your azure environment or ours (you can own your own data)
Historical change tracking for audit and analysis

Reporting

Custom Branded PDF Reports

Customized, high-quality, print-ready PDF reports tailored to your specific requirements with full integration of your branding elements including logos, color schemes, and typography.

Integrated web based reporting module that runs at scale
Detailed fund fact sheets, investor reports and prospectus documents
Self-service commentary and content management
Reports customised based on your requirements by our development team
On-demand report generation and email distribution

Power BI Analytics

Interactive Dashboards & Insights

Expert database developers build Power BI models and dashboards that transform raw data into interactive, insightful analysis—where the true power of the consolidated database becomes apparent.

Cross-platform data visualization in unified view
Near real-time insights across platforms, clients and portfolios
Trend analysis and data-driven decision support
Customizable reports enhancing operational efficiency
Dashboard customisation based on your requirements by our development team

Software Development

Bespoke Financial Systems

Dedicated team of software developers with extensive asset management industry experience, allowing us to quickly understand complex business processes and translate requirements into effective solutions.

Systems we've built:

Assessment of Value System for M&G Investments
Discretionary Fund Management System for Fundhouse
Fund Trading and Balancing System for Riscura
Property Budgeting and Forecasting for RE Capital
Integrations

Investment Platform Integrations

We currently integrate with 19 leading investment platforms, creating a unified data ecosystem for your business.

Allan Gray
Ashburton
Credo
Cederberg
FNB
FNB APX
FNB Ecube
FNB Credit Suisse
Glacier Local
Glacier International
Julius Bär
Momentum Local
Momentum Wealth Int.
Ninety One
Old Mutual International
Polar Star
Prescient
RealFin
Westbrooke
About

Built by People Who've Done This Before

With over 15 years of experience in financial data solutions, we understand the challenges you face

TV

Tarquin Vaughan-Scott

Founder & Director

Fundstream was founded with a clear vision: helping finance companies seamlessly transition their data operations to the cloud.

As the previous co-founder of Infovest — a financial data company acquired by Stapro LLC UK in 2017 — Tarquin brings over 15 years of experience building financial data warehouses and solutions.

This deep domain expertise means we truly understand the specific challenges faced by investment and wealth management firms.

Our Mission

We recognize that financial companies prefer to focus on their core business activities — managing investments and serving clients — rather than building costly internal teams to manage data infrastructure.

Fundstream was created to address this gap by providing specialized expertise as a service.

15+

Years Experience

11+

Clients Served

6

Core Services

Meet Our Team

A dedicated group of experts in data engineering, business analysis, and software development

TV

Tarquin Vaughan-Scott

Director & Systems Architect

Leadership
Experience

Former co-founder of Infovest with 15+ years in financial data warehousing. Architect behind multiple enterprise-grade data solutions.

VF

Vicario Fowler

Sales & Marketing

Leadership
Expertise

Strategic sales leader specializing in fintech solutions. Expert in building long-term client partnerships and market expansion.

VK

Vuyo Kenke

Data Manager

Data Operations
Focus

Specialist in data governance and vendor management. Ensures data integrity and timely delivery across all client portfolios.

ZK

Zelda Kloppers

Senior Business Analyst

Business Analysis
Background

Senior analyst with deep expertise in optimizing investment workflows. Bridges the gap between business needs and technical implementation.

CE

Charl Etsebeth

Business Analyst

Business Analysis
Skills

Detail-oriented analyst skilled in system design and process mapping. Ensures solutions align perfectly with client requirements.

HM

Haydee Moos

Junior Business Analyst

Business Analysis
Role

Dedicated client support and analysis. Assists in daily operations and ensures smooth communication with stakeholders.

BM

Brian Mynhardt

Senior Application Developer

Development
Tech Stack

Full-stack architect with deep .NET & Azure expertise. Builds scalable, secure financial systems for high-volume transactions.

IM

Iliya Meyer

Application Developer

Development
Development

Skilled developer focused on robust API integration and seamless frontend user experiences for complex data platforms.

EK

Ethan Kampers

Application Developer

Development
Innovation

Passionate about modern web technologies and optimizing system performance. delivering responsive, intuitive interfaces.

CB

Caeden Bredeveldt

Data Engineer

Data Engineering
Engineering

ETL pipeline expert managing massive datasets. Specializes in automating data flows and ensuring database reliability.

BL

Brenden Lesch

Data Engineer

Data Engineering
Systems

Database optimization specialist. Designs robust data architectures that support high-speed querying and reporting.

CG

Chad Goldsworthy

Data Engineer

Data Engineering
Warehousing

Expert in cloud data warehousing and modeling. Ensures data is structured efficiently for analytics and insights.

DJ

Darshan Jeram

Data Engineer

Data Engineering
Integration

Specializes in complex data integrations and cloud solutions. Connects disparate systems into a unified data environment.

Leadership
Data Operations
Business Analysis
Development
Data Engineering
Contact

Let's Talk

Ready to simplify your data operations? We'd love to hear from you.

Contact Details

Vicario Fowler

Sales & Marketing Manager

Office

1st Floor Dean Street Arcade

Dean Street, Newlands

Cape Town, South Africa

Get in Touch

Ready to transform your data infrastructure? Fill out the form below and we'll get back to you shortly.

Or email us directly at vicariof@fundstream.co.za

Fundstream Technology PTY LTD Reg: 2017/183670/07 VAT: 4870289644