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Initial Consultation and Transition Report
At Updata we understand how daunting it can be to make the transition from what you are doing now with
your existing legacy systems to a new solution designed to streamline your business operations.
We will normally consult with you and provide a free simple report on how to implement the
system. For larger installations, a full migration plan addressing every detail can be provided in
the form of a Transition Report for a relatively small fee. This ensures that together we
have every base covered in delivering the full benefits of Updata Portfolio Administrator to your firm.
Installation, Data Migration & Integration with Existing Systems
At Updata we expect to place our technical personnel on site for an agreed period during the installation
process having clearly mapped out the work to be done, ensuring that data is properly migrated from
your existing system and Portfolio Administrator is fully up and running. We are familiar with data migration
from systems such as Microsoft Access and SQL, Oracle, Fairs, First, LSD and Pulse. If you require
integration with some of your existing systems, such that Portfolio Administrator works along side your
current way of working, we are happy to work with your firm to achieve this.
Initial Support and In-house Training
During the installation process we expect to provide a level of in-house support and training to ensure at least
one member of your staff satisfies us with a formal sign off that the installation is complete and that they
will be able to run the system thereafter. Updata can provide additional in-house support and training to all
the necessary members of staff in your firm if required.
Data Services
Updata offers a range of data services designed to take the hard work out of entering publicly available
data into your system. We can provide a range of live price feeds across more than 20 financial markets
and up to ten years of price history on UK stocks. Updata Portfolio Administrator is compatible with
services such as Hemscott, for automatic entry of dividends, capital events and other essential
fundamentals data.
Ongoing Support and Training
Updata provides your firm with telephone support via the Updata Help Desk. We also conduct quarterly
reviews with your key personnel and are able to provide your IT staff with ongoing high level access
to our development team. Should you require regular and ongoing onsite support and training for your
team to ensure you are maximising your firm’s use of the system, this can be arranged.
Training Courses
Updata holds regular training courses designed to help small groups of professionals learn every aspect of using
the system to its full potential. We also offer a range of other courses designed for investment professionals
including subjects such as CGT, Share Analysis and Technical Analysis. Your firm will be kept regularly
informed of course dates.
Other Updata Products
Updata also provides real time systems offering live prices, news and graphs and Technical Analysis systems
enabling your business to have a core competence in this increasingly important investment discipline at an
affordable cost.
Attendance at Conferences
Updata hosts a high number of conferences and events and as a customer you receive priority booking at these
events, many of which are provided to delegates free of charge. These events provide a great way of meeting
other Updata clients and attract anywhere up to 1,000 delegates.
Build your client base with Updata
Updata plc is in the unique position of having built a database of 50,000 of the UK’s highest net worth
investors through more than ten years of marketing a high priced systems proposition in publications such as
Investors Chronicle. As a regulated firm using Updata Portfolio Administrator, you are in a unique position to
take advantage of promotional opportunities such as Updata Magazine which is regularly sent to this
database.
Updata can also work with your firm to hold joint seminars offering clients in your region the opportunity
to know more about your firm. Dozens of UK institutions have already identified Updata as the effective route to
building a quality client base. Previous partners include Cantor Index, Charles Schwab, Collins Stewart, E*Trade,
Financial Times Business, GNI, Stocktrade, LIFFE and The London Stock Exchange.
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