Brooks Macdonald Asset Management (BMAM) and Plum Software, a client management software supplier, have completion of their collaborative integration.
The integration enables users of Plum’s CRM Software to view their client’s BMAM portfolio valuation, and its underlying holdings, alongside the client’s other holdings to provide a holistic view of their financial affairs in their day-to-day client management tool.
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Information is stored online and is automatically updated, making significant time and cost savings.
The software is expected to save time and costs as the information stored online is updated automatically.
Brooks Macdonald Asset Management managing director Andrew Shepherd said being able to efficiently value client’s investments is crucial in today’s competitive market.
"The ability to accelerate this process, in combination with being part of Plum’s extensive network of partners and providers, helps advisers concentrate on client service and advice offering. The ability to access data through standard desktops results in substantial time savings for advisers in their day-to-day work," added Macdonald.
The integrated information supports adviser’s with their client reporting, primarily during an initial financial planning or review meeting.
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