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Dart Capital
Dart Capital

Dart Capital is an independent Wealth Management company based in London, advising on in excess of £170 million of investments.

Dart Capital required a software package to manage all aspects of their client accounts. After researching and trialling a number of off-the-shelf software packages, they were not satisfied that any of the products currently on the market could satisfy their complex business requirements.

Having worked closely with Dart Capital to clarify those business requirments, Ryland Technology designed an end-to-end solution centered around a SQL Server database.

A bespoke Windows Client was developed to provide multi-level access to the system from advisors' work stations, allowing full administration of client details and accounts, as well as calculation of valuations, charges, dividends, and various complex metrics providing feedback on investment decisions.

A number of End-Of-Day processes were set-up to allow fund pricing data to be imported into the system from a third party provider, and valuation and performance data to be exported to a client extranet - an online portal implemented using the latest web technologies. Here clients could login and view details of transactions, asset allocation, holding valuations and performance in tabular and graphical formats.

In addition to online reporting, the Windows Client provided access to a suite of reports developed in Crystal, ranging from account management / administration paperwork to system-wide performance and asset allocation reports providing the advisors with the information to make key decisions in the allocation of their clients' funds.

Eight years on, Ryland continue to support and develop the system, incorporating new features as the business and industry evolves.

The system continues to play a vital role in Dart Capital's success.

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