Good Accredited System

IMPACT (Front Office)

When financial climates are turbulent, the ability to immediately assess the effect of changes and act accordingly is paramount. IMVS provides a sophisticated and powerful toolkit, allowing the Asset Manager to manage the impact with maximum efficiency.

IMPACT allows Asset/Wealth Managers to apply, modify and reapply investment models and strategies at any level, For example: Individual clients, family groups of ‘linked’ clients or groups based on any number of classifications that could include, risk profiles, investment objectives, investment strategies, etc. Decision support is further enhanced by an extensive range of filters throughout the analysis screens, which can then be tailored in many different ways, including a variety of different graphing tools.

As firms do not all use identical processes flexibility in placing and managing orders is fundamental. Trades are generated in real-time by Asset/Wealth Managers via IMPACT or can be automatically generated by the APA Central Hub, for example for subscriptions/withdrawals. They are then stored for processing until price confirmation is received.

However your operation prepares its trades, we provide the data that you need to pass to your RSP of choice.

IMPACT is an all-encompassing Front Office system that we believe rivals any competitor’s for function and price.

Features & Benefits

  • Browser based product provides:
    • flexibility of access and usage by your Asset/Wealth Mangers 24/7, 365 days of the year
    • access and usage whether based in the office or from anywhere in the world, at anytime
    • ensuring that your clients portfolios can be actively managed and monitored all of the time
  • A sophisticated and powerful toolkit means that:
    • output is directly obtained from the single source data base of stored client reference data (APA) ensuring the accuracy of the returned data
    • alignment of your client portfolios to user defined asset allocations, risk attitudes and investment objectives across single client, user defined client groups or on a holistic basis across family groups of ‘linked’ clients ensuring adherence and compliance to your clients agreements with you
    • extensive search criteria and easy to read display of your results. Further enhanced filtering tools tailored to your specific needs, including graphical options to aid your decision making process
    • it incorporates clients current CGT position into the decision making process for sales of holdings or raising cash to ensure maximisation of CGT allowance and no need to use other expensive 3rd party software
  • Auto Trade Generation allows:
    • automated generation of trades from user defined criteria avoiding errors from double keying
    • full calculation of both internal and external charges ensuring that invest/raise of monetary values do not breach the specified amounts
    • the ability to aggregate trades reducing your broker commissions