1st Exchange has added investment management company Brooks Macdonald Asset Management (BMAM) to its list of bulk valuation services providers.
Available through the latest version of Adviser Office, BNAM's new valuation feed will help advisers to efficiently assess their clients' investments by gathering information from multiple sources. It joins over 40 other partners, including life offices, fund supermarkets and portals, that provide full integrated links to the client management solution. Karen MacKenzie, desktop product manager at 1st Exchange, says: "Our main aim is to enable our clients to make best use of state-of-the-art technology. "Our tools make valuations more comprehensive and flexible and we have swiftly e...
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