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Collins Stewart licenses Reporting to Clients from 3i Infotech
Posted: 10 March 2009
3i Infotech, a provider of IT solutions, has announced that Collins Stewart Wealth Management, a portfolio manager and stockbroker, has licensed its "Reporting to Clients" solution.
"Reporting to Clients" is a client reporting solution that provides complete automation of report production, distribution and electronic storage.
The solution integrates with Flagship, the existing, multi-currency, stockbroking back office system.
Andrew Courtney, Senior Executive at Collins Stewart, added, "The integration of ‘Reporting to Clients' with Flagship, our existing back office solution, will give us a greater degree of control over the report production process."
Other 3i Infotech clients include Barclays Wealth, Rathbones, Jupiter and RBS Coutts.
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