“In a highly competitive market the trend indicators around buyer behavior are critical. We need to be able to track customer purchases and highlight any account that needs attention. We now have much more timely access to trends and predictions, enabling us to work smarter and faster.”

“One of the prerequisites to successful investment management is to be highly organised on behalf of clients. History shows that not being appropriately organised or structured ultimately leads to problems. The new SP Investment Group dashboard suite has delivered a highly efficient and unique way to analyse each client’s portfolio …