Odyssey Financial Technologies, a global provider of front- and middle-office software for the Private Banking, Private Wealth Management and Asset Management industries, is pleased to announce that Davy has successfully gone into production with its WealthManager™ product. Davy is Ireland’s leading provider of stockbroking, wealth management and financial advisory services.
The implementation process included enhancing the solution to comply with European market requirements, adding MiFID compliance features and integrating it with several third-party systems. Davy’s 150 users can now leverage their knowledge and expertise to deliver an enhanced service for their clients.
Ian Chester, General Manager Northern, Eastern Europe and Middle-East, Odyssey Financial Technologies, explains, “As one of our first European WealthManager customers, it was of the highest importance for us to successfully deliver the Davy project. Davy’s relationship managers will manage both the relationships and portfolios of their private clients with WealthManager.”
The introduction of WealthManager™ has given managers access to financial data, documents, and email as well as client information hosted in other systems which can be viewed in a consolidated fashion under one application. Davy also draws on the WealthManager™ platform to manage the investment needs of individuals, charities, families, and foundations by creating tailored investment strategies, leveraging the expertise of the group and its world-class investment specialists.
Eamonn Doyle, Davy’s Chief Operations Officer, comments, “Davy continues to invest in providing a superior wealth management service for our clients. We needed to find the right technology partner who could enable us to effectively manage complex and diversified portfolios on behalf of our clients, and also actively accompany us in the development of our new business requirements. The result shows that we made the right choice with Odyssey.”
WealthManager™ is a comprehensive, modular and highly scalable Private Wealth Management Platform that combines Client Management, Investment Advice, Portfolio Management, Compliance and Client Reporting functionality, and provides the technology that enables wealth management firms to increase their client service capabilities, reduce costs, and generate additional revenue.
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