Vantage, the wealth management and private client broker modular platform launched by Investmaster Limited is claiming to be the UK's first MiFID compliant solution of its kind.
The Microsoft Windows-based solution is said to be of the end-to-end variety, enabling front-office decision support through to settlement and custody. It is designed on modular principles, meaning it can be used for specific parts of business too for those who do not want the full solution. The platform’s eight modules provide access to portfolio management, CGT, settlement, CREST connectivity, trading, document management and reporting. An additional module enables customer relationship management through storage of client information and relationship tracking in order to meet know-yo...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes