VAMProposal0616
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• Management information for leadership team<br />
• Client billing and invoicing<br />
• Holistic, consolidated client digital and traditional reporting<br />
to include electronic links to external accounts, managers and<br />
banks<br />
• Solution<br />
o Phase 1<br />
§ 1882 to consult with VAM leading to a whole of market report<br />
considering all relevant elements of our Edison suite measured<br />
against the current Raymond James wrap solution<br />
o Phase 2<br />
§ 1882 to install, implement, consult, train and manage chosen<br />
elements of Edison suite<br />
• Evidence<br />
o Our leadership team have founded and run a series of SME financial<br />
services businesses in the last 25 years. We understand and have first hand<br />
experience of starting, building and monetising financial services<br />
companies with revenues of £2m - £100m.<br />
o Currently we are completing the migration of £1.5bn assets and installing a<br />
platform for a mid sized private bank, acquiring 49% of a Belgian wealth<br />
manager and our pipeline includes firms managing c£150m through to<br />
c£7bn.<br />
o Our scale ensures we can obtain institutional pricing alongside proven<br />
delivery and maximum asset/reputational security.<br />
o Our main board members remain directly involved with our clients so that<br />
principal to principal conversations can always be facilitated ensuring fast,<br />
experienced decision making.<br />
4 | P age