Valu Trac
“Can a boutique FCA-regulated AIFM in Scotland scale multi-market fund administration by adopting cloud-based fund infrastructure (Temenos SaaS) while maintaining best-execution discipline across global custody networks?”
HQOrton, Moray, Scotland, UK (registered office: London, EC2M 1QS)
IndustryFintech / Investment
The story
Valu-Trac Investment Management Limited is an FCA-regulated investment management firm and Alternative Investment Fund Manager (AIFM) based in Moray, Scotland. The firm manages alternative investment funds and client portfolios across a broad range of instruments including equities, fixed income, OTC derivatives, and exchange-traded derivatives. In 2024, the firm adopted Temenos SaaS to modernise and scale its fund administration infrastructure in the UK, signalling a move toward cloud-based fund operations.
Last 12 months
Product timeline
2024
Adopted Temenos SaaS to scale fund administration operations in the UK.· pivot
Regulated entities
Investment Management / AIFM
UK FCA
Valu-Trac Investment Management Limited
The stack
Accounting gap: none