Pulse Portfolio has been interfaced to CSLâs in house settlement system to provide front office decision support, portfolio management and reporting functionality to CSLâs 45 strong team of private client stockbrokers.
CSL was formed in 1991 and underwent a management buyout from its former parent, Singer & Friedlander Group plc in May 2000. This was followed by a full listing on the London Stock Exchange in October of the same year. CSL is strongly committed to growing the private client management side of its business as demonstrated by its acquisition of NatWest Stockbrokersâ advisory and discretionary business last year.
Shane Le Prevost, Chief Executive of CSLâs private client division, commented: "Following the acquisition we had a very tight timetable within which to implement our new front office solution and I am very pleased to say that Pulse delivered both on time and within budget. Pulse Portfolio will enable us to provide the high levels of service that our clients demand and deserve."
Paul Mepham, Business Development Director at Pulse added, "I am naturally delighted that CSL chose Pulse Portfolio. This is a competitive market place but Iâm sure that our expertise within the wealth management industry together with our reputation for meeting project targets made the decision for CSL much easier."