Headquartered in Bath and with offices in London, Bournemouth, Taunton and Torquay Rowan & Co acts as investment manager and financial consultant to over 8000 clients including individuals and families, pension funds, charities and businesses.
Paul Mepham, Business Development & Commercial Director at Pulse says; "we are delighted to welcome Rowan & Co as a client of Pulse. Rowan is a forward thinking, growing organisation and the high levels of automation provided by Pulse will facilitate their exciting plans for ongoing expansion without the need to increase headcount.
Richard Mein, Operations Director at Rowan & Co comments;
"The past two years have seen Rowanâs discretionary investment funds grow by over 50%, with new monthly investment business up over 200% and total managed funds now approaching Â£500m.
With this volume of new portfolio management business, the requirement for a system which comprehensively, accurately and cost efficiently manages our investment accounts is critical in our business plan. Even so, a decision to migrate core software is never undertaken lightly. Our operations team spent over twelve months in reviewing portfolio management software before recommending unanimously Pulse Portfolio.
The "straight through processing" solution that Pulse offers, from investment management decisions to order creation to settlement and reporting, we found to be consistently superior in robustness and functionality to the other private client software packages we reviewed".