Blankstone Sington Choose Investmaster's Contacts and Portfolio Modules
Blankstone Sington has signed up for two additional MiFID ready modules in Investmaster’s InVantage suite – Contacts and Portfolio – which will give it a single system to support the entire trade lifecycle. Investmaster’s client management module will allow Blankstone Sington to store personal client information, record client contact and track relationships in order to meet MiFID’s regulatory Know Your Customer (KYC), suitability and appropriateness requirements. The company says its InVantage Portfolio module allows real-time interaction with the client’s portfolios – measuring performance and aiding in the decision support process, along with its own order management and execution service. The modules will work in conjunction with the six other existing InVantage modules, which are CGT, trading, settlement, Crest connectivity, reporting and document management.