Amersham Investment Management Ltd - Paul Barnes

https://amershaminvestment.co.uk 020 7734 7524

Charles Stanley - Tim Venner

https://www.charles-stanley.co.uk/ 0121 452 2948

Equity Gap Ltd - Alex Lusty

https://www.equitygap.co.uk 07753684752

Evelyn Partners Financial Planning - Ewoud Karelse

https://www.evelyn.com 01344 828 238

Exact Financial Systems Ltd - Alex Dodd

Exact Financial Systems offers its market-leading software-as-a-service, Libris, to tax efficient investment managers, fund managers, custodians, authorised representatives and investment advisers. Libris is the most comprehensive portfolio management solution trusted by a large number of fund managers across tax-advantaged product spectrum. With over £14 billion of combined tax efficient AUM across our numerous clients, Libris is by far the industry leading solution.

With industry leading portals for investors and advisers as well as a parent company portal, Libris ensures that portfolio data reaches those that need it.

Libris core functionality includes full portfolio management, including multiple EIS allotment capabilities, EIS 3 generation, exit processes, fee management and comprehensive investor reporting.

Data integration capabilities extend to third party APIs, offering multiple opportunities for data sharing to wealth managers, adviser firms, and aggregator services.

Trusted by a large number of EIS, VCT and IHT managers and continues to be the industry leading software in the tax efficient marketplace.

https://www.exactsystems.co.uk 020 7256 1234
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