The ultimate aim is a great client experience, one that offers intuitive, informative and robust capability across the most demanding administration and reporting conditions.
The solution should work seamlessly with your business model, building on and strengthening your offering.
Across all areas you want to work with bright, experienced people who understand the terrain and bring a vision, skill and determination to the pursuit of industry leading solutions.
Our Advanced Answer
In an evolving industry, we keep things simple. We don’t trade, we don’t advise. We do provide independent and flexible support services to wealth managers and private investment offices.
By taking the time to get to know you and your business requirements, we build a more detailed picture of yours and your clients' requirements.
This knowledge, together with our independence, means that we have the flexibility to design and deliver responsive, best-of-breed solutions that are adaptable to your specific requirements.
Our client, as part of their on-boarding process were looking to differentiate themselves in the increasingly competitive market and required a flexible solution to highlight the character and strengths of their business to their end customers.
Through a close working relationship, we were able to ensure their specific requirements were fully understood and by utilising our system’s open architecture design, our client was able to bespoke their services, from the customer on-boarding process through to day-to-day customer management, with clever configuration of the Multrees platform toolsets.
Multrees’ service flexibility allowed the client to adopt their own complex view of security classifications and asset class hierarchies, thus enabling a tailored portfolio view which could be used for reporting purposes, portfolio modelling and customer fees and billing.
A major hurdle the client faced was that they operate a multi-custodian model, hence they experienced considerable difficulty in viewing and managing consolidated customer data and portfolios in one centralised location. With Multrees’ variable data consolidation approach, we were able to integrate with their chosen third parties and were also able to store and maintain their recordkeeping positions as required. This enabled a single, centralised view to allow streamlined operational processes and ultimately more efficient client service delivery.
“Multrees aligns with our views of providing excellent client service which allows our relationship to prosper.”