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News > Pulse announces ground breaking .NET Wealth Management solution

Pulse announces ground breaking .NET Wealth Management solution

Pulse Software Systems Ltd, an independent, UK based, specialist software firm has been developing solutions for Private Wealth Managers for more than 10 years. In 1995 they became the first UK supplier to offer a true Microsoft Windows portfolio management and investment accounting solution. Today, almost 30 investment companies use Pulse to meet their front to back office requirements.

Now, building upon this wealth of experience Pulse has become one of the first suppliers in its field to truly embrace Microsoft .Net and has announced Pulse Symphony™, a major new evolution in its offerings to the Wealth Management industry.

Pulse Symphony™, which is due for official launch during 2006, is a very flexible, front office wealth management solution that consists of a range of highly sophisticated modules developed using C# and utilising the Microsoft .NET framework. Mike Nicholls, MD and Chief Technical Officer at Pulse says; “Although we have clearly built upon our wealth of business knowledge we have not simply taken the easy option and converted existing code. Our clients are very sophisticated in their business requirements and we have therefore implemented a totally new development environment and created this solution from the ground up to ensure that we take maximum advantage of these powerful new toolsets.”

Pulse Symphony™ provides advanced business critical functionality allowing your company to transform all areas of the Front-Office operation. Designed as a suite of plug and play software components, Pulse Symphony™ may be implemented on a modular basis creating an interconnected environment to complement existing systems and business processes or delivered alongside Pulse Portfolio to provide a fully integrated front-to-back office Wealth Management solution.

Pulse Symphony™ allows users to easily tailor the solution to their own requirements, delivering a degree of flexibility that has never before been possible. However, Pulse Symphony™ goes much further than that and allows each investment manager to build a ‘personalised version’ of the product based around the way that they operate and prefer to see their information presented. This not only allows the user to display information within their own personalised views but the unique design architecture means that components may also be linked to give true interactive functionality. Any number of components may be included within a screen design and depending upon their own investment style, managers may also choose to build personal screens for tasks such as CRM, valuation analysis, portfolio modelling and rebalancing or CGT Optimisation.

Pulse Symphony™ takes full advantage of the internet as a high speed, globally available delivery mechanism. This means that the technology is available anywhere that you have a fixed or wireless internet connection and can be readily accessed by investment managers on the move and may even be delivered to a PDA device. This flexibility creates the potential for investment firms to offer a unique level of service to premium clients.

Web Services, third-party and user designed components can also be easily included and combined within any view. This means that you are not restricted to information held within a single product database; rather you can view and analyse data from many sources including external data providers to incorporate real-time prices, broker research, earnings forecasts or company news all within this extensible environment.