London-based Carr Sheppards Crosthwaite (CSC) has gone live with Portfolio Workbench from Pulse Software Systems.
The browser-based solution is designed to complement existing back office systems by providing value added portfolio management functionality from a central server direct to the desktop. The solution will also link into some of CSC’s in-house services, such as its research system.
Over 100 portfolio managers within CSC will have access to Portfolio Workbench giving them, in a single environment, full access to portfolio data, including: transaction histories, cash positions, realised and unrealised capital gains and the ability to make complex inquiries into multi dimensional portfolio structures and groupings.
Paul Mepham, commercial director at Pulse adds: "Being a fully browser enabled solution, the Pulse Portfolio Workbench is able to form an integral part of CSC’s strategy to present portfolio data and functionality to its own clients via the Web."