Perpetual Intelligence

Cloud platform enabling funding, securitisation, treasury and funds management

Our mission is to support the delivery of our clients' strategies through the provision of service excellence and digital solutions. Perpetual Intelligence is our cloud-based Platform-as-a-Service (PaaS), with a holistic suite of products delivering workflow, automated data management and analytics. Our strategy is to enable the digital transformation of our banking and financial services clients to automate key finance, treasury, funding, credit, risk and investment processes.

We can help our clients to become more effective, enable them to become more efficient and scalable, obtain value for investment, while improving cyber security and maintaining compliance.

Our SaaS products

Treasury and Finance Intelligence Investor and Market Intelligence Credit and Risk Intelligence

Latest updates

A trust management solution for scale and good governance

The new Trust Management module of the Perpetual Intelligence platform enables the efficient set-up and ongoing management of trusts and provides your key staff with the right toolset for these complex operations. It uses cloud native technology to create workflow automation, automated cashflow waterfalls, logic and rules engines – all to improve the efficiency and scalability of your business, while also improving governance, compliance and cyber security for these core funding processes.

Deal Room - managing securitisation transaction securely, efficiently and effectively

Deal Room new Investor and Market Intelligence’s module is a one-stop-shop for securitisation information management and reporting. A digital solution that’s secure, efficient, and uses cloud-based technology so it’s simple, always accessible and uses customer-centred design principles, for a great user experience. Perpetual Intelligence’s Deal Room gives issuers, investors, rating agencies and lead managers access to securitisation deal information and reporting in one location.

Learn more

Perpetual Intelligence's new funding optimisation solution

Our Funding Optimisation module is now driving efficiencies at innovation-powered, high-growth lenders Athena Home Loans, BC Invest and Nano Digital Home Loans.

By automating compliance and eligibility processes our Funding Optimisation module allows you to focus on funding and capacity and on enhancing margins. Its inbuilt algorithms drive better pool selection and warehouse optimisation, enhancing both the funding processes and compliance.

Learn more

Realm makes investment process more efficient with Perpetual Intelligence

Realm Investments House (Realm) is one of the leading Australian fixed income managers. In July 2021, they had over $1.65bn in funds under management across all their strategies. Realm’s goal is to get the best risk-adjusted return for their clients. We meet Theodore Calligeris, Associate Portfolio Manager at Realm, to understand some of the challenges they face during the investment process and how using Perpetual Intelligence help them streamline investment operations.

End-to-end solution for securitisation industry

Perpetual Intelligence can support securitisation transaction processes by digitising the whole transaction from end to end. From data ingestion, validation and integration to pool selection and deal assessment via the Deal Room, the platform provides a single-entry secure environment for multiple parties to access deal data and related documents.

By bringing deal, portfolio or an entire balance sheet into the platform, issuers gain significant portfolio monitoring and investor reporting efficiencies through automation and workflow – streamlining multiple internal processes and all reporting that drive better investor engagement and transparency. Issuers also benefit from having an unparalleled data store (the Australian Data Warehouse) to benchmark against.

Investors benefit from using the platform with access to comprehensive reporting and market data for Australian asset backed securities, collateral indexing, power analytics, management dashboards, and enhanced security that enables more efficient and effective investment processes.

Why choose a platform approach?

Costs

Working via our platform dramatically cuts the risk and cost of software development, architecture, coding, staff training, product design, physical and cyber security, data management, licencing, and systems support and maintenance.

Scalability

Data protection

Support

Contact our team today

and discuss how our services can support your securitisation, investment or finance operational needs.

Meet the team

Glen Dogan

General Manager Sales & Marketing, Perpetual Corporate Trust

+61 2 9229 9618

Contact me

Huw Moorcraft

Account Director, Data & Analytics Solutions

+61 2 9229 9129

Contact me

Jon Alder

General Manager, Perpetual Digital

Nigel McCook

Head of Client Management & Insights – Perpetual Digital

Matthew Neece

Head of Product, Perpetual Corporate Trust

+61 2 9229 9219

Contact me

Economics and Markets

Artificial intelligence increases efficiency for Debt Market Services clients

31 January 2024

by Perpetual Corporate Trust

Economics and Markets

Ready for the change required?

15 February 2022

by Perpetual Corporate Trust

Economics and Markets

How Perpetual Digital helped enable Athena Home Loans whole loan sale to Newcastle Permanent

6 June 2021

by Perpetual Corporate Trust

Economics and Markets

Digital leap in securitisation – are you ready?

26 May 2021

by Perpetual Corporate Trust

You might also be interested in:

Perpetual Data Services Investor and Market Intelligence Perpetual Roundtables Treasury Finance and Intelligence Credit and Risk Intelligence

Data and analytics solutions are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978 (Perpetual Digital). This publication contains general information for wholesale clients only. Without limitation, this publication and the content in the Perpetual Intelligence platform (Content) is not intended and should not be used as: (a) an invitation to enter into any legal agreement of any kind; (b) a recommendation, offer or invitation to subscribe for or purchase any investments, securities or financial products of any party (including Perpetual Digital); (c) a substitute for professional financial advice with respect to particular circumstance; or any indicator or prediction of future activity in the financial services industry. As Perpetual Digital does not hold an Australian financial services licence, the Content does not constitute financial product advice. Except as required by law, no responsibility is accepted by Perpetual Digital or its related bodies corporate or any of their officers, employees, agents or associates, for any of the Content or for any action taken by a recipient on the basis of the Content.

Australia and New Zealand

The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

Proceed

Americas

Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.

Proceed

Singapore

Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.

Proceed

United Kingdom

This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

Proceed

Europe

Proceed