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RFP News

New online valuation and dealing service launched by James Brearley
Published on 27 Jan 2011

James Brearley & Sons, independently owned stockbroking firm in the North of England with c. £750m under custody, has released function-rich, Pro Icon, an advanced online valuation and dealing service to support intermediary businesses.

Developed by MBA Systems for James Brearley and Sons, Pro Icon provides intermediaries, including solicitors, accountants and independent financial advisers, with bespoke and personalised investment management facilities. Essentially these assist an intermediary to manage its clients’ portfolios across a range of different account types using a wealth of advanced technological facilities, potentially branded with the intermediary’s own corporate identity.

Pro Icon allows intermediaries to execute client instructions efficiently; the system’s Multi-Order Suite provides the ability to place a similar trade across a wide range of clients or a number of trades for the same client. Further efficiencies may be achieved through its Order Import facility, which enables an intermediary to upload instructions saved within an Excel spreadsheet for execution. This recently allowed a client to place in excess of 1,800 individual trades within less than 30 minutes. Because this facility removes the need to re-key data, it also removes associated operational risk.

Further trading risk is removed through the system’s Promoter Status facility which is very popular with clients. This gives different permission levels for access within a firm, such that a user with ‘promoter status’ may only create a trade, or submit those trades created by a colleague. As a result, every trade is double checked.

“The rich functionality of Pro Icon, combined with our firm’s wealth of experience in custodianship and in executing a wide range of investment instruments, provides our intermediary clients with a strong and flexible service,” says David Hannis, director of James Brearley. Our intermediary clients in turn can provide a more tailored and branded service to their own clients. This includes the ability to create their own wrap structure, centred on the evolving range of sub-custodian arrangements we have with a large number of SIPP, SSAS administrators and offshore insurance companies. This is complemented by our role of ISA manager and provider of a general nominee account.” ***

Vendor name: James Brearley & Sons MBA Systems
Product name: Pro Icon
Product type: BPM | Broker Management Solutions | Business Intelligence | Communications | Connectivity | Corporate Actions | Corporate Finance | Corporate Treasury | Custody | Custody / Back/Middle Office | Data | Document Management | Image, File and Forms | Infrastructure | Integration | Reconciliation | Reporting | Risk Management

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