HEARTWOOD Wealth Management opts for Investmaster’s InVantage solution

London - 6 July 2007

Heartwood Wealth Management, the leading independent wealth management business, has chosen to implement Investmaster’s InVantage wealth management solution. After a rigorous selection process that involved the assessment of numerous suppliers by staff and an impartial external consultancy, it was the solution’s scalability, complete proposition and solution flexibility which made the selection of InVantage a simple decision.

The InVantage solution, launched earlier this year, encapsulates CRM, client reporting, document management, portfolio management, CGT, trading, settlement and Crest connectivity - offering the complete client management solution on a modular, yet integrated, basis.

Heartwood Wealth Management, with offices in London and Tunbridge Wells, offers a full service wealth management solution for clients, with expertise covering investment markets, tax advice, retirement and inheritance planning. Plans for growing their £1 billion funds under management and administration are already exceeding targets. In support of this comprehensive market offering, Heartwood had exacting requirements for any solution or supplier that they sought to partner.
Simon Clark, CFO, Heartwood Wealth Management said of the solution, “The InVantage suite was the best fit for our business model and growth aspirations. We wanted a scalable solution that could be flexible, easy for us to use and configure to our requirements and that would substantially improve our internal efficiency. We also wanted to find a single, integrated solution and the selection of InVantage will allow us to achieve that.”

Peter Little, CEO, Investmaster commented, “Investmaster’s InVantage solution is the comprehensive solution for wealth management companies who want to spend more time on client management and less time on the inevitable administration that comes with it. InVantage offers a fully integrated and efficient customer service proposition with a single point of data entry. We believe that better customer service is the driving force behind Heartwood’s choice in InVantage - and their confidence in Investmaster as a proven and responsive supplier. Needless to say, we are very pleased to have been chosen and now look forward to building on what will be a long and successful relationship.”

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