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Collins Stewart Wealth Management Licenses Reporting to Clients from 3i Infotech

3i Infotech, a global provider of IT solutions, today announces that Collins Stewart Wealth Management, a leading portfolio manager and stockbroker, has licensed its “Reporting to Clients” solution. The implementation of Reporting to Clients will provide Collins Stewart Wealth Management with a greater level of control over its reporting process and will transform what was previously a heavily manual process into a sophisticated and efficient automated operation.

“Reporting to Clients” is a formidable, client reporting solution that encompasses the entire investment reporting process and provides complete automation of report production, distribution and electronic storage.

The solution integrates with Flagship, the existing, multi-currency, stockbroking back office system, and will enable the firm to deliver a set of sophisticated reports, throughout its client base. With the ability to scale from dozens to tens of thousands of reports and offering complete customisation and flexibility of the reporting process, the deal provides the wealth management unit with a critical differentiator in the ongoing battle to attract and retain future business.

“Working closely with Collins Stewart Wealth Management, we have already developed an installation blueprint for the reporting service that will ensure rapid implementation and roll out,” said Piers Farbrother, Product Director, 3i Infotech. “This will provide significant cost savings for the wealth management and stockbroking business as it makes the switch from manual to automated production of client reports.”

He added, “Capitalising on our in depth understanding of the investment community, this ‘Reporting to Clients’ implementation builds on recent work for the investment arm of a leading UK retail bank and underlines our commitment to the wealth management market in the future.”

Andrew Courtney, Senior Executive at Collins Stewart, added, “The integration of ‘Reporting to Clients’ with Flagship, our existing back office solution, will give us a greater degree of control over the report production process and at the same time deliver significant increases in efficiency. Ultimately, ‘Reporting to Clients’ will provide us with the ability to deliver comprehensive, well presented and timely reports to our valued client base.”

3i Infotech is the UK market leader in asset management solutions, with four out of the top five private wealth managers using its software and services. Clients include Barclays Wealth, Rathbones, Jupiter and RBS Coutts.