Cloud-ready offshore mutual fund gateway to integrate AllFunds with your existing wealth, broker-dealer, custody and books-and-records platforms - without needing core-platform rebuild.
Wealth firms need to offer broader access to offshore mutual funds and alternatives, even as legacy platforms, manual order flows and file-based reconciliation slow them down.
Birlasoft AllFunds Connect on AWS helps broker-dealers, RIAs, custodians and asset managers integrate with AllFunds through an unintrusive, cloud-ready gateway. Our solution accelerates onboarding, improves straight-through processing and gives operations teams real-time visibility.
AllFunds Connect on AWS is for organizations that want global fund access without disrupting existing platforms like Charles Schwab, Broadridge, Beta or other books-and-records systems.
Core Capability Areas
AllFunds connectivity
AllFunds connectivity
Pre-built adapters and wrapper APIs connect existing broker-dealer, advisory, custody and core platforms to the AllFunds market.
Straight-through processing
Straight-through processing
Automated order initiation, status updates, settlement support and exception flows for lighting-fast order processing.
Reconciliation and controls
Reconciliation and controls
Standardized operating control layer for automated reconciliation, audit trail maintenance, and exception handling.
Real-time operational dashboard
Real-time operational dashboard
Track trade blotters, files processed, alerts and reconciliation status through a single operational view.
Client-owned AWS deployment
Client-owned AWS deployment
Give your team long-term control over customization, compliance and operating independence.
Domain SME-led delivery
Domain SME-led delivery
Bring capital markets integration specialists into design, build and implementation to reduce surprises and protect timelines.
Quantifiable Gains Across Aftermarket Ecosystems
3x faster deployment
Compress integration timelines with reusable API frameworks and go live in under 4 months.
50% lower TCO
Reduce custom build effort and operating overhead through reusable integration components.
<0.05% downtime
Ultra-resilient AWS-native foundation designed for continuous fund-processing operations.
100% ownership
Deploy in your AWS environment with full source-code handover for control, portability and compliance.
3500+ fund houses
Expand access to offshore mutual funds via thousands of fund houses globally.
Select Your Key Challenge
Explore our Approach and Value Delivered
Fragmented Order Initiation and Client Experience
Why it Matters
For broker-dealers, RIAs, custodians and wealth platforms, offshore mutual fund expansion can create added complexity across order capture, status updates, settlement support and client communication. When order initiation depends on manual intervention or disconnected platform handoffs, advisors may face delayed updates, operations teams spend more time chasing exceptions, and investors experience inconsistent visibility across the investment lifecycle.
Our Approach
Birlasoft AllFunds Connect helps connect broker-dealer, advisory, custody and books-and-records platforms to AllFunds through pre-built adapters, wrapper APIs and API-led straight-through processing. The solution standardizes order initiation, status flows, settlement support and exception handling so offshore mutual fund activity can move through a more connected and controlled operating model.
Value Delivered
Firms can reduce manual order touchpoints, improve processing speed and create a more consistent advisor and investor experience. Faster partner onboarding and streamlined fund-processing workflows also help accelerate time-to-market for global fund offerings.
Inefficient Commission and Rebate Processing
Why it Matters
Commission and rebate processing can become complex when data moves across multiple platforms, manual calculations, file-based handoffs and downstream finance workflows. Limited automation and auditability can slow revenue realization, increase reconciliation effort and make it harder to maintain transparency across commission and rebate activities.
Our Approach
Birlasoft helps modernize commission and rebate processing through automated, auditable workflows aligned with downstream finance, operations and reconciliation processes. The solution creates a more controlled processing layer, reducing dependence on manual intervention while improving traceability across rebate distribution and related operational activities.
Value Delivered
Organizations can improve transparency, reduce operational effort and accelerate time to revenue. Standardized workflows also help strengthen governance, reduce processing ambiguity and support more reliable commission and rebate operations.
Limited Real-Time Visibility
Why it Matters
When trade activity, file status, alerts and reconciliation updates sit across multiple systems, operations teams often lack one reliable view of what is happening across the fund lifecycle. This can slow issue detection, delay exception resolution and make operational governance more reactive than proactive.
Our Approach
Birlasoft AllFunds Connect provides a centralized operational dashboard covering trade blotter activity, processed files, alerts and reconciliation status. Standardized reconciliation and exception workflows help create a governance-first operating layer, giving teams clearer visibility into operational movement, breaks and required actions.
Value Delivered
Teams gain faster visibility into issues, stronger operational oversight and improved confidence in day-to-day processing. A single operational view helps reduce status-chasing, improves exception management and supports faster, more informed decision-making across operations, technology and business stakeholders.
Disjointed Legacy Systems
Why it Matters
Many wealth and capital markets firms rely on established platforms such as broker-dealer systems, advisor workstations, custody platforms and books-and-records systems. Replacing these systems can be expensive, disruptive and slow. At the same time, point-to-point integrations can increase custom build effort, create maintenance overhead and limit future scalability.
Our Approach
Birlasoft AllFunds Connects with existing platforms through reusable wrapper APIs, pre-built integration components and domain-led implementation. The gateway is deployed in the client’s AWS environment, helping firms preserve existing technology investments while adding global fund access, automated workflows, reconciliation controls and operational dashboards.
Value Delivered
Clients can reduce custom development effort, simplify future partner onboarding and build a more scalable integration foundation without core-platform replacement. With source-code handover and client-owned AWS deployment, firms gain long-term control over customization, portability and compliance independence.
How it works
01
Birlasoft assesses the client’s existing wealth, custody, clearing, books-and-records and fund operations landscape.
02
Reusable AllFunds connectors and wrapper APIs are configured around the client’s target order, settlement, reconciliation and reporting flows.
03
The gateway is deployed in the client’s AWS environment and integrated with core platforms, third-party books-and-records systems and AllFunds market connectivity.
04
Operational dashboards and control workflows are configured for trade monitoring, file status, alerts, reconciliation and exceptions.
05
Birlasoft supports implementation, knowledge transfer and source-code handover so the client can retain control after go-live.
Birlasoft Advantage
30+ years of capital markets expertise
3000+ financial services professionals
10+ years of integration expertise
€1.76Tn AllFunds AUA
30+ years of capital markets expertise: Birlasoft brings long-standing capital markets experience with practical delivery across broker-dealers, custodians, asset managers and wealth platforms.
Enterprise scale, boutique attention: 3000+ financial services professionals with senior-led engagement, close governance and delivery calibrated to each client’s operating model.
Based on trusted fund distribution platform: AllFunds supports $1.7Tn in assets across 66 countries, with 930+ distributors and 99.8% retention, giving you a trusted and mature route to global fund distribution.
10+ years of integration expertise: Birlasoft brings deep integration experience across capital markets platforms, helping you connect AllFunds with existing systems with greater confidence and control.
Partnerships and Recognitions
Birlasoft is a trusted partner in the financial services ecosystem with strong alliances including AWS and global platform providers.
FAQs
It is a cloud-ready gateway that integrates AllFunds with existing wealth, broker-dealer, custody and books-and-records platforms. It supports offshore mutual fund processing through reusable APIs, automated workflows, dashboards and AWS-native deployment.
Birlasoft AllFunds Connect is valuable for broker-dealers, RIAs, custodians, wealth platforms, asset managers and capital markets firms that want to expand access to offshore mutual funds and alternatives without rebuilding their core platforms.
No. The solution connects existing platforms to AllFunds through a gateway and wrapper API layer, helping firms preserve current investments while adding global fund capabilities.
It is deployed in the client’s AWS environment, with full source-code handover, giving the client control over customization, portability and compliance independence.
The solution supports reconciliation, audit trails, exception workflows, trade blotter visibility, file-processing status, alerts and reporting views to improve transparency and operational governance.
Explore faster AllFunds integration on AWS!
Speak to an Expert