Terms Cloud

All your contractual agreements, commercial terms & service obligations mastered in one place - searchable, reportable, auditable - and combined with accurate flows & holdings data
Agreements Financial Terms Service Obligations Accurate Data Capture Process Automation Fees & Rebates Client 360 TA Omnibus Accounts Document Management Client Profitability
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Terms Cloud in numbers


Agreement Types supported across global institutional and intermediary business to capture service obligations and financial terms accurately


Wasted on overpayments, lost flow, inefficiencies and uneconomic commercial terms by the typical £50bn asset manager over a 5-year period


Degree client view - Easily search on all agreements, terms, obligations and revenue projections for your client base by integrating with your product master

Key Features

Term Approval Workflows

Visualise outstanding agreements and receive automated alerts for approval workflows

Document Data Rooms

Centralise storage of agreements documents for quick and easy search and reference

Efficient Agreement Onboarding

Monitor your team's efficiency in onboarding and approving new agreements with our dynamic reporting module.

Real-time Data Integrations

Integrate with your client master, transfer agents and more to associate all of your agreements across clients and fund ranges

Alerts and Notifications

Avoid late payments and obligations by creating scheduled alerts & notifications

Full Auditability of Terms and Obligations

Complete record of all agreement changes ensuring all users know the latest version and amendments

How Terms Cloud empowers users

Client Service Specialist

UK Intermediary

I want to see AUM of all relevant agreements and service obligations to deliver 'one and done' service per client

Chief Operating Officer

Global Distribution

I want to see (net) revenue over time by client, client segment, sales team and territory to allocate scarce resources

Head of Data Governance

Global Technology

I want to see data standards and data quality metrics supporting all data flowing across our strategic data architecture

Interested in finding out more?

Book a product demo to see how our Terms Cloud solution can help you gain control over your back-book of legacy Agreements, improve rebate management and materially impact client service outcomes for your organisation