PSigma Investments Limited is a rapidly growing Mayfair practice, which comprises PSigma Investment Management focusing on the provision of discretionary management to a range of private and institutional clients and PSolve Asset Solutions who assist clients with all areas of the investment process. This includes establishing financial objectives, devising optimal investment and management strategies and implementing the chosen arrangements.
genisys will provide PSigma with a simple and efficient method of managing all of the documents and files associated with its clients. The system allows PSigma to apply the same system to two distinct business operations within its organisation, while providing utmost flexibility in the ways these business operations scan and index documents and share them across the organisation.
genisys has built-in rules that will determine the documents sets available to business operation users and the ways in which they can use these documents. The audit features within genisys will report upon document access and will allow PSigma to prove regulatory compliance.
Using genisys, PSigma will save time and operational costs, through the ability to search for and use documents at the touch of a button, and by freeing up valuable office space. PSigma anticipate radically improving efficiency and subsequently customer service through their improved document management processes.
Rod Juniper, Chief Operating Officer for PSigma, said: "We intend to make use of genisys' inherent scalability to extend its use into other departments within our business, and by integrating it with our main front office system."
"With client documentation being instantly stored and accessible to the business on a real-time basis, genisys will support us in our ongoing commitment to ensuring our clients receive the highest level of service".
With contracts signed in October 2006, Financial Objects and PSigma have now gone live with genisys, and have already discussed the process behind interfacing genisys with PSigmas's transactional platform.
"We are delighted that PSigma have chosen our genisys solution,"
commented Amanda Fisher, Divisional Director at Financial Objects. "Our technologies reach far and wide into the financial community, and we are very pleased to welcome on board such an enterprising company."