The deal will provide Hartmann Capital with enhanced technical functionality to meet the needs of their clients, Investment Managers, brokers as well as advancing their back office capabilities. Invantage Portfolio and Reporter were key driving factors in Hartmann Capitalâs decision and enhancing the Invantage online platform, View, will be a valuable part of the end client experience.
The new contract shows Hartmann Capitalâs renewed faith in the Investmaster team, following the takeover by Dion Global Solutions. All the functionality will support their Wealth Management team to achieve their aim of growth in Assets under Management using the Invantage solution.
Kean Williams, Head of Client Services, Investmaster says:
âWe are delighted to be continuing our work with Hartmann Capital. Their continued faith in Investmaster as a key solution partner is extremely important to us and our new owners and we look forward to developing our relationship over the next 3 years.â
John Harvie, Finance Director, Hartmann Capital says:
âProviding high levels of client service is essential in the wealth management industry and good technology allows us to focus on our clientsâ needs. With both companies under new ownership we hope to continue a good relationship with Investmaster and we believe the Invantage suite can help us to successfully grow our client base year-on-year.â