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Quai - ISA/GIA wrapper administration

Opportunity

 

Quai, based in Peterborough, provide administration services to wealth managers using their proprietary dealing system.  One of their clients wanted to build out wrappers over the dealing service for ISAs and GIA.

 

Solution

 

Elements was chosen for speed of implementation and flexibility of product support.  The solution was live within six months including the integration to the dealing system.

 

 

Outcome

 

Quai also chose Elements so that they could readily extend their proposition to clients wishing to support other wrappers including SIPPs.  They now expect to take on new clients in the same timeframe as the original implementation for whichever product proposition their clients wants to launch.

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BNY Mellon is a leading investment management and investment services company, uniquely focused to help clients manage and move their financial assets.