23 October 2017
visit www.response.ncr.com

WMS launches wrap fund admin system

05 July 2002  |  2518 views  |  0 WMS launches wrap fund admin system

Wealth Management Software has launched a new version of its flagship Lisa investment management system that is designed to cater for the needs of multi-product "wrap funds".

Lisa version 10 supports ISAs, PEPs, SIPPs, stakeholder pensions, unit linked life products, equities, gilts, bonds, OEICs and unit trusts. It allows for regular savings and regular withdrawals. The solution is intended to support the needs of multi tied agents in a post CP121 world, and also the needs of fund supermarkets and third party administrators.

Paul Foll, Wealth Management Software’s sales director says: "We are seeing a strong trend towards fund supermarkets, IFAs, banks and building societies supplying funds from a panel of product providers. CP121 will strengthen this trend. Technology enables the provider to give an outstanding service akin to private banking at costs that are hugely lower than ever before."

Comments: (0)

Comment on this story (membership required)

Finextra news in your inbox

For Finextra's free daily newsletter, breaking news flashes and weekly jobs board: sign up now

Related stories

Wealth Management Software reports trading pick-up

Wealth Management Software reports trading pick-up

27 June 2002  |  2866 views  |  0 comments
Banks to sell competitor products as value chain disintegrates

Banks to sell competitor products as value chain disintegrates

14 June 2002  |  2525 views  |  0 comments

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.vasco.comvisit www.fivedegrees.nlvisit www.atos.net

Top topics

Most viewed Most shared
Mastercard to roll out blockchain APIMastercard to roll out blockchain API
16864 views comments | 20 tweets | 34 linkedin
HSBC partners Bud for open banking trialHSBC partners Bud for open banking trial
14205 views comments | 22 tweets | 30 linkedin
Sibos 2017: API or the highwaySibos 2017: API or the highway
10441 views comments | 12 tweets | 23 linkedin
satelliteGates Foundation backs Ripple collaboratio...
10105 views comments | 13 tweets | 10 linkedin

Featured job

Competitive
London, UK (or flexible)

Find your next job