First regional Wealth Management Forum set to take place for the West Midlands.

What is believed to be the first ever Wealth Management Forum for the West
Midlands Investment Community will take place at the Burlington Hotel in
Birmingham on June 15th.

The event, organised by Wealth Management Software (WMS), is designed to bring together the vibrant investment and wealth management business sector from across the West Midlands region for an informal networking event over a
complimentary lunch.

Together with the networking opportunities delegates will be invited to attend a seminar on the latest software developments in the sector and how technology is helping wealth managers to build better client relationships and improve the scientific analysis of larger institutional investment processes.

Other areas to be covered include Model Based Investment Management to improve productivity, Document Management to improve client retention and Business Process management to ease the administrative burden.

Speaking on the event, Tony Adams, Managing Director of WMS Finance said:

"WMS are delighted to be organising this event, which will bring together
members of the buoyant West Midlands investment community, quite possibly for the first time, and offer a forum for people to network and learn more about the latest software developments within the sector".

"We hope that this event marks the first Wealth Management Forum of many for
the West Midlands region and helps to form an even stronger community from here on. We look forward to welcoming representatives from the Birmingham and West Midlands region as a whole.

The forum takes place in the Opal Suite at the Burlington Hotel in New Street on Tuesday 15 June from 11.30 onwards and is free to all members from local the investment community. Interested delegates can book a place by contacting Phil Elwell on 0121 550 9222

Wealth Management Software plc (WMS) is a leading developer of Private Wealth and Institutional Investment Management front office software solutions and is a publicly quoted company.

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