Absolute Return Capital Management

The Requirement

Absolute Return Capital Management (ARCapMan) is an associate of Redmayne-Bentley Stockbrokers, currently providing fund management services directly to private clients and a network of professional advisors led by the Gower Group.

A high priority was given to providing ARCapMan's intermediaries and client investors with an up-to-date and fast portfolio reporting service.

Amatica has developed a secure online facility to enable intermediaries and client investors to obtain accurate and clear investment portfolio valuations.

The Solution

Amatica designed the new secure client area, emulating the existing branding and layout of ARCapMan's public website - www.arcapman.co.uk. This ensures continuity of ARCapMan's brand and a seamless transition between public and secure online services.

The facility uses Amatica's Proximity web user management facilities, to enable ARCapMan to create user accounts and access permissions, and provide an overview of all managed funds associated with each customer.

Investors are able to view key data about their portfolio, including the number of units held, a current valuation and a cumulative total of all portfolios. These valuations are based on a daily feed of fund prices imported from Redmayne-Bentley's share trading and fund management system. Amatica has integrated automated quality processes to check for receipt, validate imported data and issue email alerts in the event of a problem.

The Outcome

The provision of the new online portfolio service is crucial to ARCapMan's service.

• Reduces the cost of client and intermediary support
• Supports investment decisions in fast-moving markets
• Enhances and improves ARCapMan's existing investor and intermediary services
• Consistent presentation reinforces brand continuity and user confidence
• Designed-in performance optimisation means fast access and confidence for investors and intermediaries
• Enables intermediaries to improve client services
• Secure, fast and easy to use

"The new online system is just one of the means by which we can help to improve the service offering of our partners within the Intermediary market place. Working with such an experienced company as Amatica is paramount to exploiting the opportunities ahead of us."
Matt Brittain, ARCapMan.