Vestra Wealth, an Invu customer expands its use of Invu, to ensure it remains one step ahead of compliance requests.
Established in 2007, Vestra Wealth offers financial planning, stockbroking and private banking in an environment that allows investment managers to work collaboratively, without paper.
Technology is key to Vestra's success. Invu was chosen due to its advanced character recognition, user friendliness and flexible indexing and re-indexing capabilities. Invu is integrated with Figaro allowing fund managers to know everything about a client on one screen.
During the past two years Vestra has increased and broadened its take up of Invu products and modules and now have a total of 108 users in the company. Invu captures client paperwork, incoming and outgoing email communications, and is now successfully being used in both the HR and Accountants departments integrating with Sage.
Peter Brooker, Head of Planning and Development explained "The regulators aregetting more demanding but with Invu's capabilities we know that we will always be one step ahead on retaining information. We have the information at our fingertips, allowing us to respond immediately to any compliance issues."
Colin Gallick, Invu's CEO commented "Vestra Wealth is a prime example of how Invu can maximise efficiencies in day to day working practices, even in an industry where compliance is exceptionally rigorous."
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