UK-based Wealth Management Software has won contracts with fund supermarket CoFunds and fund management house Goy Harris Cartwright for its unit trust administration system, Lisa.
CoFunds has in the past made use of Lisa-empowered administration services provided by its parent company M&G. Under the £500,000 deal, the fund supermarket will now bring all technology and adminstration services under its own control using the Lisa v9 platform.
In addition, Goy Harris Cartwright has signed a £249,000 order for two of the latest version Lisa software products. One of these is the Lisa Document Management System, designed to convert new and existing electronic documents into hard copy and online presentations. It will be used to automate the whole of Goy Harris Cartwright's documentation process.