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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 most comprehensive portfolio management solution trusted by a large number of fund managers across tax-advantaged product spectrum. With over £14 billion of combined tax efficient AUM across our numerous clients, Libris is by far the industry leading solution.

With industry leading portals for investors and advisers as well as a parent company portal, Libris ensures that portfolio data reaches those that need it.

Libris core functionality includes full portfolio management, including multiple EIS allotment capabilities, EIS 3 generation, exit processes, fee management and comprehensive investor reporting.

Data integration capabilities extend to third party APIs, offering multiple opportunities for data sharing to wealth managers, adviser firms, and aggregator services.

Trusted by a large number of EIS, VCT and IHT managers and continues to be the industry leading software in the tax efficient marketplace.

Daniel was a founding investor in GrowthInvest and Chairman of the Investment Committee since 2012. He became Managing Director in late 2014. Prior to this he worked in finance for nearly 20 years, managing institutional and private funds focusing on equities and derivatives. Daniel managed the UK division of Van der Moolen Equities AG and more recently founded the equity derivatives boutique Ten Derivatives LLP

GrowthInvest is a unique, independent platform which provides access to tax efficient investments to a growing network of UK financial advisers, wealth managers and investors. The Platform aims to bring the advantages of early stage investing to a wider audience of investors and advisers, who are in a position to benefit from the higher returns these companies potentially offer and tax efficiency via government sponsored schemes. The purpose-built technology allows clients to consolidate, control and enhance their investment portfolio within a single, secure online portal. Originally founded by financial advisers in 2012 as the Seed EIS Platform, the company rebranded as GrowthInvest in October 2016 in order to better reflect the wider range of products and services available.

The one-stop Governance Platform specifically designed for scale-up and early stage firms, to help them grow their businesses. Investors get a concise dashboard of governance and compliance status, deal room and key metrics of their portfolio.