Middle Office Software Solutions for Wealth Management from Pulse Software Systems

Automate & streamline operational procedures across connected business areas

Pulse delivers a powerful set of complimentary modules to enable a highly collaborative and proactive middle-office environment. It associates key tasks to a series of integrated functions, thereby helping you achieve greater levels of automation and improved operational efficiencies across each of the connected business areas.

Features

Business Intelligence/KPI’s

Business Intelligence strengthens your daily workflow, facilitates management by exception, and gives each member of staff instant access to the information they require. Total Funds under management, trading volumes, fees, commissions and profitability etc., can be analysed across any business area or hierarchical grouping.

Business Intelligence has been specifically designed to enable Wealth Management organisations to monitor, analyse and report on the real drivers behind their corporate and client performance. In being able to maintain any number of adaptable structures; historical current and predictive views can be delivered to provide valuable key performance indicators (KPI’s).

Management Fees

With the increasing need to support multiple client and intermediary relationships, Pulse provides the flexibility to create any combination of up-front and periodic charging structures. Supporting a comprehensive matrix of calculation methods based around any number of linked portfolio, asset and custody classifications; management fees are diarised and automatically generated to provide a highly flexible and efficient service.

Standing Orders/Payments

In controlling the complete Wealth Management relationship, it is imperative to offer efficient Income processing. Pulse allows for all types of investment income to be distributed based upon the client mandate instructions including periodic and ad-hoc requests. In addition, an integrated payments system is available allowing all such requests to be automatically distributed via BACS or In-house Banking platform.

Compliance

As regulatory demands become ever more onerous, Wealth Managers are coming under increasing pressure to implement and demonstrate rigorous compliance management. Pulse incorporates a powerful and fully integrated layer of functionality that facilitates rigid controls, automates operational procedures and provides proactive support across all areas of the business.

An Integrated Framework

At Pulse we work closely with our clients to understand the real business drivers behind integration. We recognise that every organisation is at a different stage of its integration strategy and provide a flexible, middleware and messaging architecture that transforms everyday functions into highly efficient operational interfaces, capable of supporting key areas such as Regulatory, Inland Revenue, SIPP, Custody, Settlement and In-house system requirement.