United Kingdom
SIPP, ISA, JISA, LISA, GIA, UK Onshore Investment Bond, Offshore Investment Bond, and LTAF.
Software supplied through Fintall
Smart-Ops brings jurisdiction-specific fund products, retirement wrappers, tax-advantaged accounts, alternatives, and tokenised models into a shared administration design.
Priority markets
The catalogue spans 17 priority markets and more than 35 product patterns.
European markets
SIPP, ISA, JISA, LISA, GIA, UK Onshore Investment Bond, Offshore Investment Bond, and LTAF.
PRSA and RAC retirement products, money market funds, pensions, and DLT-oriented fund administration patterns.
Institutional funds, AIF administration, private equity, distribution, and liquidity management.
OKI, IKE, and IKZE savings and retirement wrappers.
PEA, PEA-PME, and Assurance Vie investment wrapper patterns.
Riester-Rente and Rurup-Rente pension product patterns.
Lijfrente and Pensioenrekening pension savings models.
PIAS, PPA, and EPSV retirement and savings products.
PIR individual savings plan models.
ISK and KF investment savings and capital insurance wrappers.
North American markets
Traditional IRA, Roth IRA, 401(k), 403(b), 529 Education Savings Plan, and HSA; NSCC-aligned processing patterns.
RRSP, TFSA, RESP, and RDSP registered savings and tax-advantaged products.
Asia-Pacific markets
SRS, Unit Trusts, ILPs, CPFIS-eligible funds.
Regulatory context: MAS. Scheme context: CPFIS.
Unit Trusts, Mutual Funds, MPF Schemes.
Regulatory context: SFC, MPFA. Scheme context: MPF.
MIS, Super Funds.
Regulatory context: ASIC, APRA, AUSTRAC. Scheme context: Superannuation System.
Investment Trusts.
Regulatory context: FSA.
SIT Funds.
Regulatory context: FSC.
Product breadth
Investor registry, dealing and settlement, payments and distributions, and reporting for mutual and institutional funds.
CNAV, LVNAV, and VNAV fund patterns, with liquidity, daily valuation, and distribution workflows.
LTAF, AIF, and private equity patterns for capital calls, drawdowns, commitments, allocations, investor servicing, and governance.
Jurisdictional tax, eligibility, lifecycle, and reporting rules for pensions, savings wrappers, and tax-advantaged accounts.
SmartChain-supported blockchain and hybrid models cover tokenised subscriptions, redemptions and burns, transfer controls, and on-chain events.