BpH Wealth Management
BpH Wealth Management were originally using Iress’ Adviser Office integration with Word to produce their reports. However, their biggest issue was it only produced simple growth returns.
Bradbury Hamilton
Bradbury Hamilton use intelliflo office as their back-office system which, when coupled with inconsistent data feeds from some investment platforms, meant they had to manually intervene and input those regular contributions and withdrawals.
Mclaren Capital
Like a lot of advisory firms, McLaren Capital found the rebalancing process particularly onerous. They were using Microsoft Excel to import portfolios via spreadsheets, which took an average of an hour per client portfolio review.
FosterDenovo
Foster Denovo found their clients wanted to see in their reports, one time period to another, how their money was performing, or would call for ad-hoc valuations. They needed to be able to do this for the clients in a timely manner and to produce something accurate.
Progeny
Progeny Wealth needed to do more with data in order to streamline their business processes, while also giving their clients great service.
