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Octopus Investments Goes Live with Libris Financial

Octopus Investments, the award winning Specialist Products Provider, went live with LIBRIS Financial, the Investment Management platform from Exact Consultancy, on target and on budget, on the 5th April.

LIBRIS was chosen by Octopus following a rigorous selection process that involved the assessment of numerous well established system providers. It was the inherent ability of LIBRIS Financial to deliver a 100% fit to their requirements together with a full transaction history migration, coupled with Exact’s excellent track record in delivering solutions to tight deadlines, that secured the Octopus decision.

Exact Consultancy have been providing unique, tailored, financial software since 1995 and today service the processing requirements of a large number of international financial institutions.

LIBRIS Financial offers companies the unique opportunity to implement a solution that matches their exact processing requirements. UltraSecure web-enabled LIBRIS Financial is delivered with dealing & settlement (including Crest Interface), paper-based and electronic client reporting, a standard and user defined enquiry suite, including web access for clients and IFAs etc., management fees, dividends, corporate actions, CGT and General Ledger. By design, however, every input or enquiry screen can be tailored to each client’s specific requirements.

Octopus are an award winning Investment Management Company offering, Inheritance Tax products, Venture Capital Trusts, Enterprise investment Schemes and OEICS. Established in 2000 Octopus now have 11,000 customers, £500 Million funds under management and are doubling that every year. They have won the 2008 ‘Best Specialist Product Provider’ award, are twice winners of National Business awards, in their category and are shortlisted for 2008, were named one of the UK’s 50 Fantastic Firms to Watch and were voted the number 1 financial services company to work for in the Sunday Times “Best 100 SMEs to Work For” Survey.

Paul Latham, Operations Director, Octopus said “LIBRIS and Exact presented us something new that we were keen to take advantage of. We have very particular business processes that suit our way of working and Exact have been able to configure LIBRIS to fit those precisely. We have already seen substantial improvements in the speed of processing and the access to the data.”

Paul Sinclair, Sales Director , Exact Consultancy commented, “LIBRIS Financial brings a fresh modern approach to Investment system solutions, offering clients the ability to have a standard system yet tailored to their requirements for look, feel and processing. The benefit of implementing a system that adheres to their business model (not the other way round) is a real-world advantage for Octopus. We are delighted to have been selected, which is vindication of our innovative approach to data processing and we look forward to a long and mutually successful relationship with Octopus and equally, further successful implementations of Libris Financial.”