Figaro for Platform Providers
Figaro provides Investment and Wrap Platform Providers with a fully integrated real-time solution that provides
- Clients with
- A user-friendly interface that gives them information at their fingertips, providing a powerful basis for structured investment decision-making and client relationship management
- a single platform to hold and trade all their assets including funds, equities and gilts
- Platform providers with
- a proven back office solution for the trading, custody and management of all client assets including cash
- Segmented tax wrappers for SIPPs and ISA s
- Links to fund providers with chargeback accounting
- a wrap structure ideally placed for the challenges of RDR including consolidated fee charging and cash management
Figaro is a comprehensive solution for the many types of Investment Platform options.
For Wrap Platforms it is a solution for an administration service that can manage a client’s investment portfolio, including multiple investment and pension product wrappers, under a single reporting umbrella.
Figaro is a proven Platform solution for Self Invested Personal Pensions that allows investment choice under a consolidated reporting umbrella. FIGARO is the engine behind the leading provider of SIPP products to both individuals and IFAs
Figaro is a highly scalable and flexible system, allowing Platform Providers to provide a competitive, market-leading service offering to their own clients. This scalability and flexibility enables users to enhance their service capabilities and deliver new product offerings, generating additional revenues and reducing operating costs.
The system has been designed to support Platform Providers with the key functionality they require, including; maintenance and interrogation of ‘Know Your Client’ information; real-time access to client standing data and asset positions, together with a fully integrated capability to enter their own orders across a comprehensive range of financial instruments.
A full complement of decision support functionality is also available, including:
- The ability to rebalance one or a group of multi-asset portfolios against a model.
- Single and bulk order generation for funds and equities
- Pre-trade, real-time compliance guideline checking.
- Asset allocation valuations.
- Performance attribution against multiple benchmarks.
- ‘What-if’ CGT analysis integrated.
- Portfolio risk optimisation.
- The ability to monitor the status of all trades.
Please get in touch with JHC today to find out how we can help your organisation through our market-leading, fully integrated asset and wealth management solutions.
