If you are buying technology, RFPConnect is the place to meet the companies
that are selling it. RFPConnect provides templates for buyers to issue Requests
for Information (RFIs), Reguests for Proposals (RFPs) and Requests for Quotations
(RFQs). The site also provides a searchable directory and database of technology
vendors across the full range of industrial, commercial, financial and public sectors.
If you are selling technology, RFPConnect is the place to showcase your applications
or consultancy skills in searchable directories and product databases. The site
also provides technology vendors with the opportunity to publish news releases about
version upgrades, mandates won and other news about the company. Last but not least,
the RFP Exchange is a source of new business opportunities in the private and public
sectors.
To register your organization and its products, click the Register Now link on the
right hand side of this page and follow the registration procedure. It will only
take a few minutes – but it could lead to millions of dollars.
For almost 25 years, SLIB has been a reliable partner to the financial industry, in step with the changes in the European securities landscape, by offering its customers innovative software solutions to streamline their securities processing and improve their performance, whilst mitigating their risks.
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.” ***