A large fund manager and master trust had no way of distributing financial product research and client investment profiles to their network of 4,000 advisors.

Project

The project was to design, build and implement a web-based platform with compliance, research and client portfolio functions and integrate the platform into the fund manager's back-end systems.
Result

The system was implemented and the technology proved to be a strong competitive advantage to attract new financial planning firms.

The platform was far ahead of competitors and allowed advisors to service more clients in less time. This resulted in the addition of 5 new firms (1,000 advisors); reduced compliance costs by 70% and reduced back office costs by 40%.

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