Andrew Shepherd

Brooks Macdonald and Plum Software launch integrated valuation feed

Users of Plum Software’s CRM software can now view their client’s Brooks Macdonald Asset Management (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.

Information is stored online and is automatically updated, making significant time and cost savings. 
 
The integrated information can be used as part of an adviser’s comprehensive client reporting and form the bedrock of an initial financial planning or review meeting. The integrated capabilities also mean that re-keying data is unnecessary thus reducing time spent on administrative tasks. This allows advisers to spend more time with clients.
 
Plum Software is designed to manage all contact with clients including documentation and workflow management. It provides electronic valuations feeds from over 50 providers, extensive client reports, manages all the details of remuneration including FCA reporting and provides the MI needed for managing the business.
 
Andrew Shepherd (pictured), managing director, Brooks Macdonald Asset Management, says: "Being able to efficiently value client’s investments is crucial in today's competitive market. Pulling valuations together from multiple sources in order to see a client’s entire portfolio can be time consuming especially for those with complex portfolios. The ability to accelerate this process 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." 

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