After an intensive implementation track, BDS has gone live with the eXimius Portfolio Management solution.
âThis is a major step in BDSâ strategic choice to create one single integrated work bench environment for all our investment managersâ, states Simon Still, COO from Brewin Dolphin Securities. âIt is part of our vision to have a web based front office system, which provides a single integrated application for front office staff to input client information, manage investment portfolios, create and execute orders and carry out reporting and analysis work.â Mr. Still continues. âWe consider this the crucial first step which will be followed by the roll out of the eXimius Order Management System and the eXimius Client Standing Data modules later this year.â
âLooking at not just the quality of the software, but also at the determination, willingness and quality of services delivered by both the Brewin Dolphin and eXimius staff involved in the implementation, it is my personal conviction that we picked the best possible solution for BDS.â Mr. Still concludes.
âFor us this is a great moment to share with the Private Client Investment Management communityâ adds Peter Schramme, CEO of eXimius nv. âThe amount of (5 years) historical data that was migrated to the eXimius system is massive and proves that our people, products and organisation are totally scaleable to this enterprise level. This is large implementation of multiple sites and data capacity. It is a web based Microsoft .Net platform providing an excellent environment for running an application like eXimius. It is very rewarding to see this happening.â
eXimius nv, a Business Architects company, is the leading European front office software supplier with offices in Amsterdam, Brussels, Paris, Frankfurt, Hamburg and London. Its products are used by financial institutions in Europe including F. van Lanschot Bankiers, Kas Bank, Simon A. Cohen, Pershing, BBH, Brewin Dolphin, Raymond James, AXAâ¦