British investment manager James Brearley & Sons has deployed the Figaro wealth management system from technology provider JHC to support its share dealing and investment management operations.
The solution will allow the investment manager to automate various aspects of its business including client relationship management, portfolio management, real-time trading and order management, performance analysis as well as back office processes, JHC said.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The system will also enable James Brearley to comply with regulatory changes.
JHC CEO John Blackman said: “As financial regulatory requirements increase in number and complexity, wealth management firms face growing pressures to ensure their IT operations and reporting systems comply with the latest rules. This is one of the key reasons why Figaro is the platform of choice for financial institutions.”
James Brearley & Sons CEO David Hannis said: “We have a focus on customer service and we need a technology partner to help us build upon our current offering as we grow. Figaro’s managed service not only enables us to concentrate on the quality of our offering, it also ensures that we are compliant and running at peak operational efficiency at all times.”
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
