BRI Asset Management has deployed Invu’s 27 licences throughout the organisation to comply with regulatory requirements and to enable company expansion through remote working.
With the implementation, BRI Asset Management has fulfilled legislative standards in business continuity, benefitted from space savings and freed up valuable resource to concentrate on planned business expansion.
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BRI Asset Management’s previous manual system could not support the required standards both from a regulatory or client service perspective due to regulatory expectations regarding both the security and easy access of client documentation.
Prior to purchasing Invu document management software, BRI Asset Management was reliant upon paper-based records, which were space consuming to store and time consuming to file and retrieve.
Dean Wragg, director and COO at BRI Asset Management, said: "Our recent upgrade to Invu Series 6 follows a longstanding relationship with Invu which began in 2004 when the system was first implemented.
"Invu has been on hand throughout to support our ever changing needs, facilitating improvements in our business processes. We continue to work closely alongside Invu to exploit the functionality the software offers in order to further streamline and automate processes."
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