Telephone: 01962 841494     |     Email: smt@mbasys.co.uk
Investment Graph
Investment Management Systems

Products
and Services

Investment Management Systems

Portfolio Adviser

Portfolio Advisor

Enables investment managers to offer better advice by ensuring a complete and up to date understanding of their clients’ objectives and investment opportunities. Portfolios can be managed on an individual or group basis. When contact with a client is made, Portfolio Advisor ensures that the relationship manager is equipped with that client’s details, including MiFID category and their investment strategy. Read more >>

Clients Direct

Clients Direct

A system for investment management firms which links them to their associated Independent Financial Advisors (IFAs) and to the IFAs’ clients. Individual web sites are created for each IFA through which the clients have direct access to their accounts, portfolios and total assets managed by the investment manager. The system is highly secure and provides a two-way dialogue for messages and instructions. Read more >>

Speedreport

Speedreport

Used by brokers and financial institutions for the production of large reports, significantly enriching their appearance. Speedreport prepares statements and valuations quickly and in high volumes, ready for printing and electronic display. It enables firms to provide clients with reader-friendly and professional documents and reports. Read more >>

Bespoke Development

Bespoke Development

MBA is committed to an ongoing programme of continuous systems development. For each of its customers, MBA designs and implements a solution to match their needs. These tailored systems are based on tried and tested components resulting in a fast turn-around of a reliable solution. Read more >>