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Brewin Dolphin selects Teknometry for investment performance analysis

Published by Gbaf News

Posted on June 11, 2013

2 min read
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Teknometry to Provide Analysis for Brewin Dolphin

Teknometry, the on-demand performance analysis software provider for asset managers, investors and advisors, announces today that it has signed a contract with Brewin Dolphin to provide investment performance analysis for a number of its charity fund clients, as the leading wealth manager looks to expand its analytical capabilities.

Overview of Brewin Dolphin's Market Presence

Brewin Dolphin is one of the UK’s largest independently-owned investment managers.  With £26 billion of assets under management, the firm has 39 offices throughout the United Kingdom and Channel Islands and offers a wide range of financial services.

Why Brewin Dolphin Chose Teknometry

“We had a requirement to replace some of our existing analytical tools and were looking for a solution that would allow us to expand the analysis we provide to charities as part of our service. Teknometry were able to migrate our data quickly and enable us to offer additional capabilities for our clients,” said Ruth Murphy, Head of Charity Business Development at Brewin Dolphin.  “We were impressed with the knowledge of the Teknometry team and the speed with which they had us up and running.  The application is very easy to use and delivers a broad range of performance information.”

Comments from Teknometry Leadership

Mick Brant, Managing Director of Teknometry: “We are very excited to be partnered with Brewin Dolphin, one of the UK’s leading wealth managers. Cloud solutions are now well established and we are seeing a lot of interest from investment managers who are looking for a performance and attribution solution. Resilience, scalability and security are key benefits of our system, but speed of deployment was also a key factor in Brewin Dolphin’s decision to select Teknometry.”

 

 

 

Key Takeaways

  • Brewin Dolphin has contracted Teknometry to enhance performance analytics for its charity fund clients.
  • Teknometry’s cloud-based solution offers rapid data migration, ease of use, and expanded analytical capabilities.
  • The partnership underscores a growing trend among wealth managers to adopt scalable, secure, and deployable analytical platforms.

References

Frequently Asked Questions

Who are the parties involved in the agreement?
The agreement is between Brewin Dolphin, a UK wealth manager, and Teknometry, a provider of on‑demand performance analysis software.
What is the scope of the Teknometry solution?
Teknometry will provide investment performance analysis tools tailored for charity fund clients, with fast data migration, ease of use, and broad analytical capability.
Why did Brewin Dolphin choose Teknometry?
Brewin Dolphin was impressed by Teknometry’s rapid deployment, knowledgeable team, user‑friendly interface, and scalable, secure cloud platform.

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