Operating model design
End-state architecture, role clarity, workflows, data flows, controls and escalation paths.
Client Vision.
Designer Precision.
We partner with institutional investors and leading service providers to translate investment intent into scalable, well-governed delivery. Our role is to help design the operating model, coordinate implementation across third parties, and run the oversight layer that protects mandate implementation integrity over time.
Role
Design, implementation and oversight
Model
Independent and client-first
Focus
Protecting mandate intent through disciplined implementation and auditable oversight
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About
An institutional implementation partner
We work across multiple third-party infrastructure stacks, to implement complex mandates reliably.
Positioning
We coordinate providers and uphold governance outcomes.
Designer Platforms is an independent institutional investment implementation business. We operate behind the scenes to ensure that strategies designed by trustees, CIOs, consultants and discretionary managers are implemented with discipline, accountability and institutional-grade controls.
We collaborate closely with appointed providers such as insurers, banks, administrators, custodians and managers to ensure seamless integration, and we oversee the operating model that binds them into a coherent whole.
Implementation
Provider onboarding and configuration, mandate setup, integration, change control and delivery readiness.
Oversight
Ongoing monitoring, governance cadence, exception handling and continuous improvement across providers.
Being proudly South African, our corporate identity and logo is inspired by the Protea. It reflects our commitment to resilience, meticulous execution and enduring value.
What we do
Design. Implement. Oversee.
The platform layer that turns mandate intent into stable, institutional-grade implementation.
Three pathways
Advisory operating model design, curated solution access, and implementation across multiple platforms and product wrappers.
Platform architecture and implementation
We provide expert operating model structuring advice, and an off-the-shelf platform stack that institutional clients can use for investment administration and delivery across multiple third-party environments.
Learn more about our platform approach →Bespoke investment solution implementation
For clients requiring pooled or customised implementations, we coordinate onboarding, mandate configuration, data flows and controls, ensuring alignment to governance requirements, operational monitoring and auditability.
Learn more about bespoke implementation →DesignerXchange client marketplace
A curated access layer for approved managers, specialist building blocks and secure workflows. Public information is intentionally high-level, with full functionality available through authenticated access.
Explore DesignerXchange →Contact
Institutional enquiries and client discussions
Mandates, transitions, operating models and platform enablement across providers.
Access
Client login is available for approved users and secure workflows.
Phone
+27 82 679 4895
Information on this website is general in nature and does not constitute financial advice.