What do awards really tell you about a platform provider?

24 April 2019

Last week Multrees had the privilege of winning Best Outsourcing Solution at the WealthBriefing European Awards for the second year running. Naturally, we’re incredibly proud of this achievement and all the support from our staff and clients that has helped get us here. But rather than just giving ourselves a big-old pat on the back, we want to share the top three things this award really says about how we work with our clients.

1. We treat our client firms as individuals

Whether our role includes 3rd party data consolidation, overlays, performance, pricing, white labelled client reporting or any other investment administration activity, we build out a service proposition based on the operating model of the investment manager, not a factory standard.

This effectively gives each of our clients its own private investment platform on which to build their business.

2. We listen and deliver to your needs, not ours

As the COO from one of our client firms put it in his own words, “In an outsourcing relationship there has to be a good dialogue, an understanding of our clients, our business model and a willingness to make it work through the ups and downs. That’s when you see the real value of Multrees.”

We view ourselves as an extension of an investment manager’s operations team and share the same ambition to enhance service delivery for end clients because we know how important quality of service is to wealth management firms.

In practice, this means driving efficiencies such as our new client onboarding timeframe of 15 minutes, and creating a scalable platform for those with a need to access more complex investment strategies and alternative investments, including private equity and illiquid assets.

3. Access to flexible technology solutions that deliver all this

Staying on the theme of working to your needs, our open architecture interface lets wealth managers retain and integrate their own preferred technology tools and 3rd party providers, as well as allowing access to a best-in-class technology strategy.

Great outcomes for investment managers and their clients can only happen if the platform architecture supports the enhancement of client specific technology components. And it’s this cornerstone that our award-winning technology outsourcing and integration approach is built on.