Figaro: A fully integrated, real-time solution for Investment and Wrap Platform Providers
Through our technologies, BPO & Platform Providers get instant access to the information they need to a) make informed investment decisions and b) elevate their high value retail client relationships.
Users can hold and trade funds, equities, gilts and other assets via one, fully-automated platform. Clients' investment portfolios— including multiple investment and pension product wrappers—can be managed under a single reporting umbrella.Portfolio Managers and Client Advisors can maintain and interrogate ‘Know Your Client’ information and have access,in real time, to client standing data and asset positions; users can also enter their own orders for a range of financial instruments.
As wealth managers attempt to grapple with the latest regulation and ensure the efficiency of their businesses, outsourcing all or part of their operations can be the perfect solution. JHC can support BPOs and platform providers by:
- Delivering a scalable solution that supports growth as AUM, clients and transactions increase<
- Providing professional, intuitive technology that supports many different businesses<
- Confidently meeting a range of regulatory requirements including KYC and MiFID II<
- Giving platform providers access to the latest technologies to enhance the efficiency of both theirs and their clients’ businesses<
- Offering a high level of customisation to ensure workflows and MIS suit specific requirements<