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The Ultimate Portfolio Management System
Updata provides a complete portfolio administration system that maximises your firm’s ability to deliver the highest quality
portfolio management service to your clients while taking the hard work out of meeting your compliance obligations.
With over 15 years experience in developing portfolio management systems and with thousands of clients across the UK, Updata
provides the expertise you need to manage client funds in the most professional manner.
Provide the best service to your clients
When it comes to managing client money, every single detail is important. As investment managers face
increasing demands to respond to a wide variety of client requests, having all the relevant information
and reporting tools is vital to your business success. Updata Portfolio Administrator handles every aspect
of your firm’s responsibility by seamlessly automating and improving all areas of your front, middle and back
office operations.
Our portfolio administration solution handles any number of related investment schemes across
discretionary, advisory, ISA/PEP and SIPP portfolio products. All UK Capital Gains Tax legislation covering
indexation and taper relief is built into the system enabling you to offer even the most active clients a
complete tax service for their portfolios. Our leading edge investment analysis tools give your firm an
enhanced ability to offer the highest quality guidance and advice.
Take the hard work out of meeting your latest compliance obligations
Updata portfolio solutions are used by a wide range of firms including accountants, fund managers,
independent financial advisors, solicitors, stockbrokers and taxation specialists. More and more clients have
been voicing their concerns about the new provisions for Conduct of Business for firms regulated by the
Financial Services Authority. It appears that most systems providers are not taking the new regime
seriously. Updata has been working with its clients in the field to build a fully compliant portfolio
management solution. Updata Portfolio Administrator handles all aspects of COB compliance removing all the
labour intensive aspects of meeting your firm’s obligations.
About Updata plc
Updata plc was founded in 1991 and is a privately held company with over one hundred shareholders.
The company has been a pioneer and market leader in the provision of investment software and services to the
UK investment community. In June 2000, Updata acquired Fairshares Software Limited, leading developers
of portfolio management systems with over fifteen years of experience. This core competence has been extended
by working with our clients to develop Updata’s expertise in producing portfolio management systems and
solutions that handle the latest FSA regulations.
In 2001, Updata plc was ranked 33rd in the Sunday
Times TechTrack 100 fasted growing privately held UK
technology companies.
“Updata is dedicated to enhancing your firm’s ability
to provide client service levels at the forefront
of the industry, while reducing the ever
increasing administrative workload.
We welcome the opportunity to
act as your partner with this aim.”
David Linton
Chief Executive
Updata plc
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