Legato Finance connects verified onboarding, portfolio data, finance close and board reporting in one governed operating flow.
Built for South African finance, investment and governance teams
Three connected products cover the journey buyers understand immediately: establish a trusted record, control the work, and release the right report.
One client or investor record, with identity, documents, suitability and ownership ready for the next team.
Portfolio data, decisions, close tasks, compliance checks and model controls in one governed operational view.
Turn the governed record into client reviews, AFS, risk reports and board packs without rebuilding the evidence each time.
Every stage adds context to the same governed record. Nothing important disappears into an inbox between teams.
Capture cash, bonus, unused leave, benefits, equity, tax treatment, and deductions in one guided intake before the package is reviewed.
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These modules make the platform credible for investment and property operations without fragmenting the core client-to-report story.
Monitor Regulation 28, offshore exposure, concentration, liquidity and evidence quality before anything reaches a client or committee.
Run investor registers, KYC status, capital calls, distribution waterfalls, NAV and the post-acquisition property lifecycle.
Use the same approved evidence for monthly client reviews, year-end financial statements, risk reports, live presentations and audit support.
A finished client-facing month-end report covering performance, benchmark position, portfolio exposures, holdings, suitability and adviser commentary.
Tell us where the process breaks today. We’ll use your answers to prepare a focused working session across onboarding, control, governance and reporting.