In June 2020 Brooks Macdonald agreed with Lloyds we would acquire their funds and wealth management business, to complete on 30 November. As part of the deal, we needed to identify and appoint a specialist fund administration provider to support us in running the business post acquisition.

“One of the reasons we chose JTC was the investment they had made in their technology and in ensuring their service standards and quality are high. This included their use of specialist data analysts like Continuum and Puritas.

“The project completed on time, which is not always the case due to issues around data, such as data cleanliness or systems integration. This didn’t happen here. A huge amount of effort was involved from everyone, but this project completed on time and that was down to the specialist parties involved and the strength and quality of the Alteryx tool. 

“Since the project completed, things have functioned very smoothly. The data has been reliable, and the system has been reliable.”

— Richard Hughes - Chief Executive Officer