Amersham Investment Management Ltd - Paul Barneshttp://amim.co.uk firstname.lastname@example.org 020 7734 7524
Asset Match Limited - Iain Bailliehttp://www.assetmatch.com email@example.com 020 7248 2788
Delio Wealth - David Newman
Financial institutions across the world leverage our technology, network & expertise to streamline and scale the way they connect HNW & family office investors with private investments; our white label technology provides an integrated end to end toolkit for origination, distribution, transacting and reporting of direct investments and funds and helps firms overcome the compliance and efficiency challenges inherent in illiquid investments. We work with wealth managers (three of the top five private banks in the UK work with Delio), fund managers, family offices, intermediaries and angel networks (including providing the technology for UK Business Angels Association to enable syndication of deal flow across their members representing 15,000 end HNW clients).
Through this position as a neutral non-conflicted technology partner to various areas of the tax efficient investing market, we are becoming the solution of choice for institutions digitsiing application forms, launching investor portals, aggregating fund managers, improving internal operational inefficiencies, providing seamless integrated reporting or expanding their reach.
Exact Financial Systems Ltd - Alex Dodd
Exact Financial Systems, established over 20 years ago, is a City based, leading supplier of specialist financial solutions with recognised expertise in the Wealth Management industry and in particular the tax efficient product market including EIS, SEIS, SITR,VCT, IHT and BIR. Exact’s solutions serve a number of major corporations in the global financial arena in the Fund Accounting, Private Client Asset Management and the Alternative Investment sectors.
For companies providing services in the tax efficient industry, our software products offer a total solution to the operational and regulatory overhead of managing applications, processing fees, investment allotments, investor reporting and in particular the specialist on-line portals that allow Investors, Advisers and Investee Companies self-service access to a comprehensive level of investment information and reporting that is crucial at time of increasing regulation including full compliance with MiFID ii and forthcoming GDPR.
Our specialist system is used by a large number of VCT, EIS and IHT managers ranging from the largest market player to some of the smallest. Such is the scale of our software solution, our clients range from over 250 users to just 3 users – yet all benefit from a standard system, that is constantly updated and maintained in order to create operational excellence and industry best practice.