What Dashro Solutions does

Dashro Solutions is a UK private limited company, founded in 2021 and headquartered at Office 7, 35–37 Ludgate Hill in the City of London, that delivers bespoke financial software and a small proprietary product portfolio to small and medium-sized wealth, fund, asset management and family office institutions. The firm was co-founded by Roger Ababao and David Harper (both Senior Developers), with Sheriff Ojugbele as CTO, Desrae Van de Wetering as Head of Marketing and Gordon Barclay as Senior Developer — a 1–10-person team anchored by practitioners with prior tenures at hedge funds (Caxton Associates, Lucidus Capital Partners) and listed UK financial-services firms (Arrow Global).

The company's product surface is built entirely on the Microsoft stack — .NET Core, VB.NET, ASP.NET, C#, SQL Server (with SSIS/SSAS/SSRS), Azure SQL Managed Instances, Azure Active Directory, Power BI and Visual Studio — and is specialised around financial messaging (SWIFT MT/MX), FIX protocol, Bloomberg EMSX/TSOX connectivity, and regulatory reporting frameworks including MiFID II, EMIR, SFTR and CASS. Core products are Mini-OMS (a modular web and REST API order management system with trade routing, portfolio rebalancing, compliance rule generation and fee management) and FLOW 2.0 (a SWIFT messaging and payments workflow platform covering third-party payments, FOP/DvP/RvP settlements, authorisations and corporate actions), supplemented by two API products — Smart SWIFT API and Company and Person API Checker (KYC/AML) — and a Reporting Suite of 50+ financial report templates.

Dashro combines professional-services revenue from bespoke development engagements with subscription/fixed-price revenue from Mini-OMS and FLOW 2.0 licensing and API subscriptions, pursued through consultative enterprise sales, a self-service API registration portal with freemium initial usage, and content marketing via an extensive blog and active social channels. Microsoft Partner status, SWIFT integration expertise, Cyber Essentials certification, and named integrations with Bloomberg, CreditSafe, Dow Jones and IP Sentinel underpin its positioning as a specialist Microsoft-and-SWIFT implementation partner for the underserved SMB wealth and fund-management niche.

Name

Dashro Solutions

Legal name

Dashro Solutions

Website

https://dashrosolutions.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Dashro Solutions is a London-based bespoke financial software development firm, founded in 2021, that builds custom trading, SWIFT payments, compliance and reporting solutions on the Microsoft stack for small and medium-sized wealth, fund, asset management and family office institutions.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Bespoke Software Development Services: Custom software development tailored to fit unique business processes of financial institutions. Services include custom development, software integration, maintenance, application architecture design, user experience design, and project management. Revenue is generated through project-based engagements and ongoing development contracts.
2. Product Licensing (Mini-OMS, FLOW 2.0): Licensing of proprietary software products including Mini-OMS order management system and FLOW 2.0 SWIFT messaging platform. Products offered as modular web and REST API solutions with fixed-price implementation and ongoing support.
3. API Services: API access for SWIFT message formatting and company/person verification. Smart SWIFT API offers free initial messages; Company and Person API provides subscription-based access to global company and person data for KYC/AML compliance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Dashro Solutions provides bespoke custom software development and proprietary software products (Mini-OMS, FLOW 2.0, Smart SWIFT API, and Company and Person API Checker) tailored for small to medium-sized wealth, fund, asset management and family office institutions. Its solutions cover trading workflows, SWIFT payments, compliance, regulatory reporting, and KYC/AML checks, built primarily within the Microsoft technology stack and integrated with Bloomberg, SWIFT, CreditSafe and Dow Jones.

Product overview

Dashro Solutions is a bespoke financial software development firm offering both custom development services and a portfolio of proprietary products targeted at small to medium-sized wealth, fund, asset management, and family office institutions. The product portfolio centres on two core platforms — Mini-OMS (a modular trade order management system) and FLOW 2.0 (a comprehensive SWIFT messaging and payments workflow solution) — supplemented by two API products (Smart SWIFT API and Company and Person API Checker) and a Reporting Suite of 50+ financial report templates. These products are designed to work together as an integrated ecosystem: Mini-OMS handles trade order capture, compliance checking, and execution routing to Bloomberg/FIX/SWIFT; FLOW 2.0 manages the resulting SWIFT payment instructions, reconciliations, and corporate actions; both platforms feed data into the Reporting Suite for client statements and regulatory filings; and the Smart SWIFT API and Company and Person API Checker provide standalone API access for SWIFT message formatting and KYC/AML checks respectively.

Differentiator

Problem solved

Functional benefit

Products and services

• Mini-OMS (Order Management System) A modular web and REST API-based trade order management system (OMS) for wealth, fund, and asset management institutions. Supports import/export to internal systems, trade execution via Bloomberg EMSX, FIX, and SWIFT messaging, portfolio rebalancing, compliance rule generation, fee management, and audit trails. Deployed on Azure with two-factor authentication via Azure Active Directory.
• FLOW 2.0 (SWIFT Messaging System) A comprehensive SWIFT messaging and payments workflow platform delivered as a web and REST API solution. Supports third-party payments, Free of Payments (FOPs), Delivery vs Payment (DvP) and Receive vs Payment (RvP) settlements, corporate actions, cash management, SWIFT reconciliations, and authorisation workflows with in-built risk matrix scoring. Includes a client portal for payment and trade tracking.
• Smart SWIFT API A SWIFT message formatting API service that generates outbound MT and MX SWIFT messages for payment instructions. Supports delivery via API, SFTP, inbox-to-inbox Excel template, or manual lookup return formats. Includes automated beneficiary validation and SWIFT code verification.
• Company and Person API Checker A KYC/AML API service providing real-time checks on companies and individuals worldwide (365+ million companies). Returns data on PEP status, sanctions screening, adverse media monitoring, credit scores, corporate linkages, and director/shareholder information in JSON or PDF formats.
• Reporting Suite A suite of more than 50 financial reports covering client statements, contract notes, investor visa reporting, investor relations graphical reporting, data warehouse dashboards, KPIs, and regulatory reports (MiFID Transaction, EMIR, SFTR). Supports data visualisation via Power BI or Tableau and output formats including PDF, CSV, Excel, TXT, XML, and JSON.
• Bespoke Custom Software Development Tailored custom software development services covering software integration, maintenance, application architecture design, user experience design, and project management for wealth, fund, asset management and family office institutions.

Quantifiable outcome

• Up to 100 payments processed per day per client
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationMicrosoft Partner status. Dashro develops within the Microsoft ecosystem using Azure, SQL Server, .NET Core, Visual Studio, and Power BI. Solutions are built on Azure with 2-factor authentication via Azure Active Directory.
• SWIFTcoreTechnology or IntegrationSWIFT Partner/Integration specialist. Dashro develops SWIFT messaging solutions (FLOW 2.0, Smart SWIFT API) for financial institutions. Solutions handle MT and MX message formats, SWIFT gpi tracking, and Universal Confirmations.
• BloombergcoreTechnology or IntegrationBloomberg connectivity expertise. Dashro integrates with Bloomberg EMSX and TSOX for trade execution and market data. Mini-OMS connects to Bloomberg via direct internal connectivity or FIX protocol.
• CreditSafecoreTechnology or IntegrationCreditSafe Connect API integration for KYC/AML compliance. Dashro uses CreditSafe for automated beneficiary validation, PEP screening and sanctions checking within payment workflows.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• FINCAD: FINCAD provides portfolio and derivatives analytics for buy-side firms. Dashro integrates with FINCAD rather than replicating its analytics layer, but both serve the same asset-management and hedge-fund buyer.
• Profile Software: Profile Software offers investment management, custody and back-office solutions for financial institutions. It addresses the same buy-side workflows as Dashro (OMS, compliance, reporting) and is one of Dashro's listed integration partners.
• Linedata: Linedata provides portfolio management, trading and compliance software for asset management and wealth management firms. It overlaps directly with Dashro's Mini-OMS and Reporting Suite offerings and is also a Dashro integration partner.
• SS&C Eze: SS&C's Eze platform is a leading buy-side order management and execution platform used by hedge funds and asset managers. Dashro's Mini-OMS competes in the same order-management category for smaller institutions, and SS&C Eze is even one of Dashro's listed integration partners.
• Third Financial: Third Financial provides a wealth management platform (Third Financial/T360) used by UK wealth managers. It competes with Mini-OMS and the Reporting Suite at the same mid-market UK wealth segment Dashro targets.

Emerging players

• Backbase: Backbase provides a digital banking and wealth platform for financial institutions. It overlaps with Dashro at the wealth/wealth-management tooling layer but focuses more on client-facing digital channels than back-office OMS.
• CREALOGix: CREALOGix delivers wealth management and digital banking software, including compliance and client onboarding tooling. It addresses similar mid-sized European wealth managers and competes in adjacent compliance-reporting workflows.

Broad incumbents

• FNZ: FNZ is a large global wealth-management platform serving major financial institutions. It competes for the same wealth-manager wallet at a far larger scale, particularly on the back-office, custody and reporting workflows Dashro addresses.
• Iress: Iress is an established financial software vendor with a wealth management division (Iress Wealth) covering trading, portfolio and advice workflows. It is a much broader incumbent but addresses the same wealth-manager buyer as Dashro.
• Waystone: Waystone (formerly part of MUFG Investor Services) provides fund administration, governance and compliance technology to asset managers. Its compliance and reporting tooling overlaps with Dashro's Compliance Solutions and Reporting Suite.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/solutionsdashro
• YouTubeyoutube.com/@DashroSolutions
• LinkedInlinkedin.com/company/dashro-solutions
• Instagraminstagram.com/dashro_solutions
• Facebookfacebook.com/DashroSolutions

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dashro Solutions