Exact Financial Systems offers its market-leading software-as-a-service, Libris, to tax efficient investment managers, fund managers, custodians, authorised representatives and investment advisers.

Libris is the first and most comprehensive investment management solution trusted by a large number of
industry players across the VCT, EIS/SEIS, AIM, IHT and BIR spectrum. With over £12 billion of combined
tax efficient assets under management across our clients, Libris is by far the industry leading solution.

For managers keen to digitise, Libris offers a complete solution as well as electronic connectivity to trusted
third parties. Implementing a Libris solution will provide immediate capability to process online applications, cash management and facilitation, allotments, reporting as well as on-line portals for investors and advisers, investee companies and an open opportunities portal for online applications.

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