Category: System Review

The next innings in the AdviserTech Ashes

The Bravura acquisition of Midwinter may yet be the most fascinating of all these deals pulled off in August.

If it works, they may have pulled it off for a fraction of what they would have paid for recent target GBST. Midwinter describe themselves as the next generation OS for advice firms. I’ve not had a detailed look yet, but this appears a very broad ranging offering which may be both a blessing and a curse. On the one hand the software covers a wide range functions not normally included within a traditional investment platform, but that means a lot of localisation will be needed.

The iPipeline deal is really business as usual since it appears Roper will allow the current management team to keep growing the business. This allows former CEO Tim Wallace to step back to an advisory role.

Not speaking to the current supplier A lot of businesses make the decision to change systems...

  1         STEP 1: pREPARATION IS KEY The first step to finding the...