Clients

“Our business relies on our investment capabilities and the quality of service we provide our clients. We chose Pulse to further develop the level of service we offer our clients, which is particularly important in an evolving market and within growing international regulatory demands. Pulse has helped us to increase the level of sophistication and flexibility available by providing enhanced decision support, investment administration and client reporting.”
RUFFER LLP

“Private clients and the provision of wealth management services is an increasingly important part of the overall investment universe and accordingly demands the service to match this status and the systems to enable it. We therefore carried out a detailed evaluation of potential software suppliers. We selected Pulse as it was able to meet all of our criteria, and we look forward to working with the Pulse team. ”
J O HAMBRO CAPITAL MANAGEMENT

“Having worked with Pulse for a good number of years, we have come to rely on their professionalism, integrity and technical excellence throughout. Having closely collaborated throughout all stages of the project, we have delivered the Business with a reliable, powerful and adaptable Wealth Management Solution. ”
RENSBURG SHEPPARDS PLC

“The “straight through processing” solution that Pulse offers, from investment management decisions to order creation to settlement and reporting was found to be consistently superior in robustness and functionality to all other private client software packages we reviewed. ”
ROWAN & CO

“We decided to review the systems market in some detail to ensure that we were using the best available solution for us, especially in light of anticipated further growth and development of our business. We were looking for a cost effective solution that offered increased operational efficiency, greater automation and scope for straight-through-processing and industry leading regulatory compliance and associated reporting. In addition, we wanted a system that could enhance our ability to deal with regulations covering issues such as KYC, product suitability, appetite for risk, TCF and client relationship management. It was also essential that the solution we chose was based upon a modern technology platform. Pulse was able to tick all of the boxes. ”
CLOSE PRIVATE ASSET MANAGEMENT

“We have just completed an exhaustive project to select an Investment Management System provider and I am very excited about moving our business forward with Pulse Software as our chosen partner. The Pulse platform fulfilled our project criteria and goals, amongst which were scalability, increased automation, feature rich functionality and future proof software. ”
WHITEFOORD LLP

“Our business has enjoyed rapid growth both in terms of volume and range of services we offer which demands the support of an exceptional investment platform. This led us to a detailed review and evaluation of commercially available platforms to identify a solution capable of meeting all of our key business requirements which revolve around our core business areas. We ultimately selected Pulse because of their dedicated focus which has resulted in a highly sophisticated platform that fulfils our needs by providing portfolio analysis, performance measurement and order management, through to settlement, accounting and custody all in a single solution ”
CAPITAL INTERNATIONAL

“We have undertaken a full review of our front and back office systems and procedures within the Group. This project is considered as one of the most important that the Group has undertaken and extensive work has gone into reviewing the options available but also ensuring that any change, will not result in a reduction in the level of service to clients. Additionally, it was important that any new arrangement caters for the diverse range of services that are offered to clients within the organisation. I am pleased to report that we have now selected Pulse as our key strategic provider of Wealth Management solutions. ”
SYNDICATE ASSET MANAGEMENT plc