Blankstone Sington, founded in 1976, has successfully provided a bespoke service to clients, priding themselves on making investments simple. Its experienced staff provide the best level of service based on a personal approach, relying on the most advanced technology to enhance its service and performance.
InVantage Contacts, Investmasterâs client management module, will allow Blankstone Sington to easily store personal client information, record all client contact and track relationships in order to meet MiFIDâs regulatory Know Your Client, suitability and appropriateness requirements. The InVantage Portfolio module allows real-time interaction with the clientâs portfolios - measuring performance and aiding in the decision support process, along with its own order management and execution service. InVantage Contacts and Portfolio will work in conjunction with the six other existing InVantage modules, which encompass CGT, trading, settlement, Crest connectivity, reporting, and document management to give Blankstone Sington a fully integrated solution accessing a single data source to minimise data input duplication and to allow easy navigation between modules.
Ken Conolly, Chief Executive, Blankstone Sington Ltd comments, âWe are always looking to streamline our processes to improve our exemplary service to our clients - particularly in the run up to MiFID. A single system for the whole trade lifecycle appeals to us greatly, not least because it offers us a seamless process with Investmaster technology we already have in place.â
Peter Little, CEO, Investmaster comments, âWe are delighted that Blankstone Sington, a long-standing and highly esteemed client is one of many organisations that have recognised the significant benefits of the InVantage solution. Its commitment to client service will be rewarded by a compliant and totally integrated solution.â