Williams de Broë goes live with Kurtosys' private client management software

Williams de Broë goes live with Kurtosys' private client management software

UK stockbroker Williams de Broë has gone live with Kurtosys' Web-based private client management system, K.ClientManager.

Williams de Broë says it chose the Kurtosys system because it was able to meet its reporting & analysis, Know Your Customer (KYC) and anti-money laundering requirements, as well as integrate with e-mail and electronic diaries.

Richard Charnock, head, private client division, Williams de Broë, says: "The client management application will enable us to profile and segment our clients and their portfolios using a multidimensional approach to enable higher standards of service."

K.ClientManager can be integrated with portfolio and processing systems and features 'slice and dice' reporting and ad-hoc analytics, client data aggregation and profitability analysis.

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