Progeny Asset Management, part of the Progeny Group, offers a tailored investment solution that provides an unbiased selection approach and the ability to consider a broad range of investments. Progeny has its head office located in Leeds, with offices in the heart of central London.
IRESS’ Private Wealth Management (PWM) solution provides Progeny with a scalable, integrated platform to support the complete client experience. It covers the full spectrum from on-boarding, customer relationship management (CRM) through to portfolio management, client reporting and trading functionality connected to specialist outsourced provider and Broker, Winterflood Business Services (WBS). IRESS Market Data terminals provide the investment management team with direct market information, and a digital client solution will provide Progeny clients with online access to their investments.
Ian Hooper, Director of Progeny Asset Management, commented: “We are delighted to be working collaboratively with IRESS and Winterflood Business Services. Working with two leading providers in the industry enables Progeny Asset Management to deliver a complete and robust service to our clients.
“Our aim is to utilise best of breed technology to support the individual wealth management needs of each of our clients. IRESS’ consultative approach and its ability to provide a complete technology solution for the business have played a crucial role in the early development of Progeny Asset Management. Moreover, the experience of the IRESS team has instilled confidence in us that they will continue to respond to our changing needs by delivering scalable and leading edge technology as we continue to grow, supporting our broader business strategy.”
Andrew Foster, IRESS General Executive Manager – Private Wealth, added: “As a new venture, Progeny Asset Management has undertaken a robust review process to select IRESS as its technology partner. Its aim is to utilise technology to efficiently deliver the highest standard of client service and our technology supports that ambition. Having our front-office system central to the business and connected to our market data solution, will help to provide a compelling digital customer experience – a key differentiator for Progeny and its clients.
“Our integration with Winterflood is also key to delivering this seamless experience for Progeny and highlights the value of our extensive electronic trading community. We are proud to deploy our Private Wealth and market data solutions for the team at Progeny Asset Management, and look forward to continuing our relationship with Progeny.”
Telephone: +44 (0) 1926 621 410
Mobile : +44 (0) 7796 271 584
Pamela Morris / Mark Locke
the lang cat
Telephone: +44 (0) 131 202 5994
Progeny Asset Management
Telephone: +44 (0) 113 467 1748
Telephone: +44 (0) 207 287 2575
IRESS finds firms have propositional and procedural gaps that could be holding them back from growing profitably and safely.
The Exchange reveals advised sales of Multi-Benefit protection have increased significantly, yet it still remains an underused option.
The latest data from IRESS indicates a positive trend in the sale of protection products.
IRESS mortgage research finds lenders are not fully caught up with intermediaries’ portal needs.
IRESS has successfully deployed its Mortgage Sales and Originations solution for TSB, as part of the lender's radical upgrade of its banking platform.
IRESS highlights the key areas which UK financial planners and wealth managers should consider to prepare for GDPR.
From January to October, IRESS has recorded over half a million (506,000) protection new business applications – as measured by click-through rates from The Exchange .
Advisers using XPLAN can meet and transact with clients virtually through leading digital workspace SuiteBox.
IRESS announces new and extended capability in XPLAN to support wealth managers and financial planning professionals in meeting their MiFID II requirements.
Scottish Widows are the latest protection provider to offer partially underwritten quotes through The Exchange.
IRESS announces its integrated wealth management and trading solution is now in use by Close Brothers Asset Management (CBAM) and its clients.
Our 2017 Mortgage Efficiency Survey asks will mortgage tech power 2018?