Digital Passion

Custodian is a Digital Services Platform tailored to the needs of next generation Professional Services Organisations.

Multiplying Data Value

Professional Services Organisations (PSOs) are generating more data than ever before. Streams of raw and unstructured data are produced and stored in isolated departmental silos, across separate systems and databases, impeding significant value creation. Custodian Digital Services Platform is a suite of technologies, services, applications and processes that seamlessly integrate and orchestrate the production, transformation and consumption of data in PSOs.

Custodian Is The First PSO-Centric Digital Services Platform

It’s comprehensive, flexible, and built on an open platform to meet the needs of cutting-edge Professional Services Organisations.

Custodian Data Management

Data Analytics

Self-service analytics platform that scales from individuals to the organisation as a whole. Find and share meaningful insights with hundreds of data visualisations, built-in AI capabilities, tight Excel integration, and prebuilt and custom data connectors.

Data Modeling

Creating conceptual, logical, and physical data models visualising the relationships between data entities and tables. Data models increase consistency in taxonomy, rules, semantics, and security, while simultaneously improving data analytics.

Data Monitoring

Scheduled checks, reviews and evaluations of your data against quality control rules to make sure it is always of high quality and meets previously established standards for formatting, consistency, performance and security.

Master Data Repository

The master data repository is the framework in which master data objects and entities are represented making sure all key data is updated and in correct versions. The Master Data Repository is stored in a NO-SQL database.

Custodian Process Automation

iPaaS Automation

The integration platform as a service (iPaaS) integrates data streams generated by software applications deployed in different environments – orchestrating and automating the end-to-end data production, transformation and consumption cycle.

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Surveillance Automation

An open-source application used for event monitoring and alerting. It records real-time metrics in a time series database built using a HTTP pull model, with flexible queries and real-time alerting directly in applications like Microsoft Teams.

Custodian Custom Applications

Client Onboarding

Client onboarding and compliance require a set of standards and requirements to ensure they have sufficient information about their clients, their risk profiles, and financial position. Know Your Client (KYC) and Anti Money Laundering (AML) are de facto client compliance requirements supported in this custom application.

Digital Signatures

Seamlessly embedded in iManage and Office 365, Digital Signatures provide an integrated  and connected “one-click” approach to document signing – automatically distributing documents and notifying recipients through e-mail or SMS. The application is fully compliant with Nordic BankID standards for digital signatures and powered by DocuSign for electronic signatures.

Digital Invoicing

Digital Invoicing allow you to generate digital invoices automatically, pulling in data from the correct sources, allowing you to confirm the accuracy of the invoice before sending it to the recipient, who will be notified of its arrival. Supports all Nordic digital invoice formats.

LEDES Invoicing

LEDES Invoicing help you to transform the invoices you produce to comply with the LEDES billing format. The application  makes it possible for all law firms to issue electronic invoiced in a standardised way. LEDES invoicing ensure a smooth billing processes  – for your law firm and the clients you serve.