BRI Asset Management deploys Invu document management tech

Source: Invu

BRI Asset Management, a Midlands based Wealth Management Company, has achieved company-wide improvements and efficiencies with Invu, the document management software provider. In order to comply with regulatory requirements and to enable company expansion through remote working, BRI Asset Management deployed 27 licences throughout the organisation.

As a result, the company has fulfilled legislative standards in business continuity, benefitted from significant space savings and freed up valuable resource to concentrate on planned business expansion.

BRI Asset Management is an independent Wealth Management Company providing Investment and Portfolio management services for private clients, professional advisers, trusts, charities, pension funds and financial institutions. Originally established over 40 years ago to provide research for the UK's leading investment analysts and stockbrokers, BRI Asset Management's clients benefit from a wealth of expertise and market insight.

Due to regulatory expectations regarding both the security and easy access of client documentation, the company's previous manual system could not support the required standards both from a regulatory or client service perspective. Prior to purchasing Invu document management software, BRI Asset Management was heavily reliant upon paper-based records which were space consuming to store and time consuming to file and retrieve. BRI Asset Management's plans to expand while also allowing home working, highlighted the need for unprecedented remote access to client information.

Dean Wragg, Director and Chief Operating Officer at BRI Asset Management, comments, "Our recent upgrade to Invu Series 6 follows a longstanding relationship with Invu which began in 2004 when the system was first implemented. Invu has been on hand throughout to support our ever changing needs, facilitating improvements in our business processes. We continue to work closely alongside Invu to exploit the functionality the software offers in order to further streamline and automate processes."

Over the course of the ongoing working relationship, use of and reliance on the system has increased dramatically and Invu is now used across the entire organisation, including finance, HR and compliance departments.

Wragg concludes, "Over the pasast nine years, Invu has become an integral part of our processes and the company continues to provide innovative ideas which suit our evolving requirements. We have further plans to link the system to some of our in-house database based programmes and utilise the document retention/destruction functionality to ensure compliance with legislation in the near future. We look forward to the continuing benefits that this longstanding relationship will without doubt deliver." 

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