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Financial Instruments Directive

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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

 

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CONTACT

BUSINESS DEVELOPMENT
Neil Dodgson   
+44 (0) 7917 581178

Fergus Mahon (Ireland)
+353 (0) 1 803 9155

 
ORACLE PARTNERNETWORK
Mark Pearce
+44 (0)1189 243 268
 

DOWNLOAD

Oracle MiFID Whitepaper

 
Oracle i-flex Mantas Datasheet
 
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EVENTS
JWG-IT MiFID Testing Briefing (May 07)
 
FinExpo (Jan 07)
 

Countdown to MiFID -
A Focus on Client Management (Nov 06)

 
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INDUSTRY COMMENT

JWG-IT

 

BearingPoint

 
i-flex Solutions
 

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