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Wealth Management Software taps smaller users

06 November 2003  |  2863 views  |  0 Wealth Management Software taps smaller users

Wealth Management Software has launched a new entry-level small-user version of its Lisa front office asset management system.

The package, which includes portfolio modelling, performance attribution to stock level and multidimensional portfolio analysis, is priced at £20,000 for a five-user licence (£25,000 for users outside the UK), plus £1000 a month for after sales service.

Paul Foll, WMS sales director, expects the product to find favour among smaller investment boutiques that have traditionally held portfolio data on Excel spreadhseets. "Boutiques have traditionally found tools with comparable levels of sophistication to the large asset managers either too expensive or too difficult to use," he says.

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