ALTIMIS

Navigating investment management

Altimis is a superior, multi-currency, multi-channel stockbroking and portfolio management system. It offers an integrated, straight through approach to all aspects of investment management and can be delivered as a fully managed solution. Altimis is a highly configurable and client-centric solution that accommodates current and future client regulatory and business growth ease. Services to clients can be delivered via the web and/or fully white labelled. Altimis' unique approach and managed delivery, combined with a powerful range of functionality spanning the front, middle and back office, makes it a market leading product.

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Portfolio Management
Altimis provides a real-time, client-centric view of all assets. It is easy to navigate to other data and functionality, whilst remaining in the context of either the current specific task or client.

Cash & Stock Management
Altimis has been designed to deliver fast and accurate processing of both stock and cash, with audit check points and managerial oversight easily configurable at every stage. Automated reconciliation is included with CREST, BAC's & Direct Debit functionality and the ability to import data from external sources.

Order Management
The Order Management functionality provides access via FIX to all RSPs or an internal dealing team. The ability to deal (who, what, where) can be configured within the system, along with a complete audit trail and configurable straight-through processing.

Capital Gains Tax
Altimis has a complete Capital Gains Tax system to support the investment management process.

Compliance/Regulatory Reporting
There is a comprehensive suite of reports and extracts to comply with all regulatory reporting requirements as well as to satisfy internal compliance and management information demands.

Client Reporting
The in-built client reporting functionality provides access to a set of reliable, accurate and highly-configurable reports that can be easily personalised to suit your business or corporate identity. The flexible structure of the reporting package enables format modifications to be easily made. All client output can be ‘white labelled’ to suit individual corporate branding.

Client Web Access
Clients and agents can be granted access to their portfolio(s), transactions, cash, valuations, contract notes, etc, via a secure website area. The web portal is a ‘white labelled’ design, so it can be tailored to match corporate branding guidelines.

Document Management
Any incoming or outgoing files, such as emails, letters, forms and voice files, can be stored in Altimis’ Document Management reference to a client, ensuring fast and complete access to any client communication.

Operational Efficiency
Customers are able to achieve extremely high levels of STP through the Altimis' superior bulk processing capabilities in areas such as cash management, settlement, dividends, corporate events, fees and interest, etc. This enables reconciliation, posting and the reversal of large bulk events efficiently and easily. Altimis provides a complete order management solution for the creation of single or bulk orders, execution via a dealing desk or RSP, along with functionality such as raise and invest. Regulatory and compliance demands are met and a full CREST interface provided along with Capital Gains Tax processing.

System Flexibility
The system is extremely flexible and driven by a full set of configurable rules, allowing you to model the system to meet your changing business requirements. Altimis has a single database thereby reducing risk often associated with data transfer, reconciliation or multiple update and storage.

End Investor Reporting & Access
All customer facing documentation available in Altimis is white paper and soft design. This provides the ability to specifically tailor layouts and designs to be associated at a wide variety of levels. Altimis’ web portal securely provides end customers with the ability to access their portfolio and view transactions, cash statements and client facing documentation, via a secure, white labelled website.

Fully Serviced Deployment
Altimis is delivered as a fully managed solution, whereby Objectway takes responsibility for the provision and management of the system, including the provision of a disaster recovery solution.

SPEIRS & JEFFREY

Speirs & Jeffrey is one of the UK’s leading investment management firms, offering its clients thorough, traditional and highly personal investment management service. The firm manages portfolios for individuals, families, trusts, pension funds and institutions, serving clients in 63 countries globally. Its success as a business is entirely dependent on how well it serves those clients. The Altimis product, deployed throughout the back and middle office, is seen as the solid core that allows Speirs & Jeffrey to deliver market leading service to its clients. With its breadth of functionality, Altimis has fully supported the firm’s growth in both client numbers and assets under management.

JAMES SHARP & CO STOCKBROKERS

James Sharp & Co Stockbrokers traces its history back to 1885 when local banker James Sharp set up a stockbroking business in Bury, Lancashire in the affluent industrial north. Since then, the firm has provided distinguished service to a clientele of private and institutional investors. It offers these clients all manner of investment vehicles, including ISAs, Pension Plans (mainly SIPPs), trusts, and private portfolios. James Sharp & Co recently embraced change by implementing Objectway’s Altimis solution. Altimis is seen as a significant technology upgrade that will both support the firm’s current successful business, while providing a platform for future growth.

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