Smith & Williamson Fund Administration Limited (Smith & Williamson) is an authorised fund manager for open ended investment companies (OEICs) and authorised unit trusts (AUTs). The firm administers 166 funds, valued at over £11.3bn FUM (as at March 2018).
As Smith & Williamson’s fund administration business grew, it was important that they had a modern and flexible system in place to ensure they continue to provide excellent service to clients and prospects. After a detailed review of the market, Smith & Williamson choose to implement Bravura’s Rufus ‘Software as a Service’ (SaaS) solution.
Rufus SaaS supports the global administration, servicing and distribution of investments in an ‘off-the-shelf’ funds administration package.