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.

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

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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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