Brooks Macdonald And Plum Software Join Forces To Launch Client Management Tool

Mark Shapland

5 June 2014

has teamed up with Plum Software to provide a day-to-day client management tool that helps advisors with client reporting and information on portfolios.

Plum’s CRM software provides electronic valuations feeds from over 50 providers, extensive client reports and manages all the details of remuneration including FCA reporting.

The information is stored online and is automatically updated.

“Being able to efficiently value clients' 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,” said Andrew Shepherd, managing director at Brooks Macdonald Asset Management.

“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 advisors in their day-to-day work,” he added.