BpH Wealth Management
BpH Wealth Management were originally using Iress’ Adviser Office integration with Word to produce their reports. However, their biggest issue was it only produced simple growth returns.
FosterDenovo
Foster Denovo found their clients wanted to see in their reports, one time period to another, how their money was performing, or would call for ad-hoc valuations. They needed to be able to do this for the clients in a timely manner and to produce something accurate.
Mclaren Capital
Like a lot of advisory firms, McLaren Capital found the rebalancing process particularly onerous. They were using Microsoft Excel to import portfolios via spreadsheets, which took an average of an hour per client portfolio review.
