UK brokerage Collins Stewart Limited (CSL) has gone live with Pulse Portfolio from Pulse Software Systems across its private client operations.
Pulse Portfolio has been interfaced to CSL’s in house settlement system to provide front office decision support, portfolio management and reporting functionality to the broker's 45-strong team of private client stockbrokers.
CSL was formed in 1991 and underwent a management buyout from its former parent, Singer & Friedlander Group plc in May 2000. This was followed by a full listing on the London Stock Exchange in October of the same year. Last year it acquired NatWest Stockbrokers’ advisory and discretionary business.
Shane Le Prevost, chief executive of CSL’s private client division, comments: “Following the acquisition we had a very tight timetable within which to implement our new front office solution and I am very pleased to say that Pulse delivered both on time and within budget."