Advisory-led solutions
for fund data success
Technology alone won’t solve fragmented fund data challenges.
We first listen, assess, and design with purpose—aligning data architecture, workflows, and compliance with your business goals.
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By delivering an MVP early, we tackle your most critical challenges first, creating immediate value and building momentum through rapid feedback loops.
Our advisory-first approach ensures every solution delivers measurable, long-term impact.
Stages of engagement
Discovery & Assessment
2–4 weeks
We start by deeply 
understanding your business problem.
Solution Definition
& Scoping
1–3 weeks
We translate insights into a tailored solution blueprint.
Development &
Implementation
2–6 months
We build, test, and deploy your custom software solution (duration is scope dependent).
Release & Transition
1–2 weeks
We launch the solution and ensure a smooth handover.
Ongoing Support
& Enhancement
Ongoing
We stay on to support, optimise, and evolve your solution (subscription based).
Meet our advisory team
Steven Estcourt
Managing Director
Steve brings over 20 years of experience in financial technology, combining deep technical expertise with strategic oversight. After spending more than a decade in London building valuation and control systems for leading financial institutions, he returned to South Africa to apply that experience to the local investment industry.
Since founding Ocellics in 2007, Steve has been instrumental in leading the development of strategic solutions for asset managers and institutional investors. His focus lies in aligning technology with business needs, ensuring the design and implementation of scalable, efficient systems that support long-term operational goals.
Jonathan McKie
Director & Software Architect
Jonathan has built a career around designing and delivering robust, high-performance systems for the investment industry. Before joining Ocellics in 2013, he led software architecture at RisCura, where he specialised in building systems for risk reporting and data management.
At Ocellics, Jonathan leads platform architecture and development strategy. He plays a central role in shaping technical solutions, from planning and design through to implementation, ensuring they meet the performance and integration demands of complex financial environments.
Robert Davis
Senior Fund Data Engineer
After completing a BEng in Chemical Engineering at Stellenbosch University, Rob transitioned into data and technology, further strengthening his skills with formal studies in Computer Science and Data Science.
Now a Senior Fund Data Engineer at Ocellics Fund Data Services, Rob specialises in building and optimising data pipelines, validation frameworks, and reporting workflows for investment teams. He works closely with clients to structure and transform complex, multi-source data into reliable, analytics-ready outputs.
With strong expertise in SQL, data modelling, and cloud-based architectures, Rob focuses on improving data quality, automation, and operational efficiency. He is particularly skilled at designing scalable solutions that support consistent, auditable, and repeatable fund reporting processes.
Our Products
Smart solutions to
power your business
Built with industry expertise, our platforms simplify operations, streamline processes, enhance visibility, and empower confident decision-making.
Ocellics Fund Factsheets
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Automate the creation and publication of branded fund factsheets and minimum disclosure documents for operations and distribution teams.
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Ensure reports are accurate, compliant, and delivered on time with consistent branding.
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Save time and reduce operational risk while keeping clients informed.
Ocellics WealthSolve
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Designed for wealth managers, this platform consolidates multi-currency client data.
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It produces fully branded, accurate client statements.
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Streamline portfolio reporting and provide clear insights to clients quickly and reliably.
Testimonials
Ocellics is a client-centered and quality conscious IT company with years of experience in the financial services sector with proven technical expertise. The interaction, responsiveness, and technical abilities of the Ocellics team has been excellent. We have been very impressed with both their service and commitment to the project."
Brendon Voogt
Director of Currency Partners
"I have been working with Ocellics team for 15 years, and during this time we have seen both our businesses grow from strength to strength and in parallel. Ocellics has been instrumental in our success and it has been an absolute pleasure to work with a supplier with such high delivery standards and the willingness to understand our business and then provide the right solutions. We look forward to working with Ocellics for many years to come."
Belinda Carlson
CEO of Institute of Certified Bookkeepers
Pricing questions answered
How long does the Advisory phase take?
Most advisory projects run between 4 to 12 weeks depending on scope and team availability.
Is Advisory required before we use any of the Ocellics platforms?
Yes — Advisory is the foundation of every implementation. It ensures your FundSolve, WealthSolve, or Fund Factsheets setup is fit for purpose.
Can we use Advisory as a standalone service?
Absolutely. Many clients begin with Advisory to clarify needs before selecting tools or platforms.
What’s the format of deliverables?
Typically: data architecture diagrams, process maps, written recommendations, and staged implementation plans.
Will you work with our internal team or consultants?
Yes — we’re collaborative by default. We integrate with internal and external stakeholders throughout.