Gibraltar Asset Management

We were commissioned to build a comprehensive Wealth Management/CRM system for Gibraltar Asset Management Limited, a financial services provider and member firm of the London Stock Exchange.

The client had identified many areas of potential automation in their day-to-day business, as well as numerous upcoming challenges in Compliance and Reporting, which could be solved by custom software. Happily, they approached us with their requirements, and we have been working together for over 10 years, expanding their already comprehensive platform with every new challenge.

Here’s what Mark Maloney (Managing Director, GAM) had to say…

The integrated, multi-module platform Business Logic created encompasses all areas of the firm – Compliance, Administration, Management, Marketing & Investment Management.

Having a platform that is able to process large, complex calculations in an instant has enabled us to streamline and automate processes, eliminate errors and reduce operating costs. The very specific nature of our business meant that an ‘off-the-shelf’ solution was never going to be optimal. Having a system written in a standard programming language means that our platform can evolve as our requirements evolve in the years ahead.

In this age of increasing reporting obligations and regulatory compliance, it is imperative to have a platform that eliminates the need for manual processing. Our system enables us to complete transaction reporting with ease, calculate Investor Compensation Scheme figures, assist in AML monitoring as well as automatically calculate FATCA & IGA returns along with supplying the corresponding XML data.

The Project Explained…

This project started with business consultation. We discussed basic requirements and business operations in order to find a solution which would meet their needs. The client had legacy CRM data and functionality that they wanted to be available in the new CRM. They also had requirements for functionality that was currently unavailable to them, which were fleshed out and captured in specification.

We started with legacy database analysis and future database design. We then moved onto functional specification to capture legacy functionality as well as new requirements. This includes UI design, which is fundamental to work flow and efficiency.

Services Provided
  • Consultation – Business Automation
  • Web Application Development
  • Database Design
  • Desktop Application Development
  • Support & Maintenance
Technologies Employed
  • PHP
  • MySQL
  • Laravel
  • HTML
  • CSS
  • Javascript/JS Frameworks