Real change starts with
the right strategy
At Ocellics, we’re more than solution providers - we’re strategic partners.
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.
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 scope dependant)
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
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.
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.