Partner
Community  Investmaster
Group Limited
Investmaster Group was establised over twenty
years ago and is the leading supplier of comprehensive
Wealth Management solutions in the UK. We provide
a completely modular suite that enables our clients
to meet regulatory and market directives in the
Private Client and Wealth Management arena. Our
solutions support 28 wealth management companies
through the provision of solutions covering CRM,
Portfolio Management, Trade Management, Settlement,
Crest connectivity, Client Reporting and Document
Management. Our solutions will provide our clients
with proven and cost effective technology to achieve
MiFID compliance.
MiFID Solution Overview
MiFID as a European wide directive
is driving the financial sector to be more accountable
and transparent in its dealings with its clients
and business customers. Investmaster's solutions
facilitate a company's compliance with MiFID,
amongst other regulatory requirements, in many
ways and in all the individual aspects of a wealth
management operation.
Investmaster's solutions have
evolved over the last twenty years and now covers
the full lifecycle of client management from:
initial contact (CRM); Anti-money Laundering/KYC
(Document); investment profiling and portfolio
management (Portfolio), order routing and "Best
Execution" (Trades), Settlement along with
the forthcoming "Single Platform" needs,
and finally client reporting (Reporting)
In the immediate future the
market will be reviewing solutions and looking
to either replace components of their solutions,
acquire a complete solution, or add onto existing
solutions missing elements. As a modular solution,
Investmaster's offering provides companies with
complete flexibility in meeting both immediate
needs and in futureproofing them should they look
to single supplier of systems in the long-term.
With a large, established
client base Investmaster is fully committed to
ensuring our solutions will enable client compliance
with both MiFID and the Single Platform.
Website:
http://www.mifidsolutions.com
.. return
to Partner List
|
