With MiFID on the doorstep, Investmaster, the UKâs largest supplier of integrated systems for wealth managers and private client brokers, has launched Vantage, a Windows based wealth management platform providing a complete end-to-end solution encompassing the entire trade lifecycle from front office decision support through to settlement and custody, and incorporating all aspects of client service management.
Designed as a modular solution for maximum flexibility, Vantage can be configured to meet businessesâ precise requirements as a complete end-to-end solution or as selected modules to complement retained systems. Based on the familiar Microsoft user interface, the Vantage modules are highly user friendly to encourage rapid adoption, and the fully integrated solution accesses a single data source to minimise data input duplication and to allow easy navigation between modules.
Unique in the wealth management sector, the Vantage client centric product suite is accessed through a single launch platform providing access to eight fully integrated portfolio, trade and client management modules. The module set includes portfolio management, CGT, settlement, Crest connectivity, trading, document management and reporting. Vantage also sees the introduction of an innovative new client management module, allowing companies to easily store personal client information and track relationships in order to meet regulatory KYC, suitability and appropriateness requirements, and additionally to empower businesses to offer truly superior levels of tailored service to their clients - a key differentiator for wealth managers in a crowded marketplace.
Tom Brady, CEO of Investmaster comments: âIt has always been Investmasterâs stated aim that our technology should support our clients in achieving their business objectives in an increasingly regulated marketplace, and MiFID represents a further driver in this process. As the UKâs only complete, MiFID ready solution, Vantage will enable firms not only to achieve efficient, cost effective compliance, but also to achieve superior levels of client service through rapid access to all elements of client information. The ability to respond and interact with clients in a timely fashion will really help firms differentiate their offering in the new enlarged European marketplace.â