BSB INTERNATIONAL : Pergam opts for SaaS and adopts Solfia’s Wealth Management solution

French asset manager Pergam has selected Solfia's SaaS solution for Wealth Management, which is based on BSB's Soliam software. 

PERGAM is an independent asset manager, which provides asset management and advisory services to French and foreign HNWIs. The company wanted a solution to improve the operational efficiency of its business activities both internally - management and consolidation of assets across multiple custodians, reconciliation of orders and positions - and at the front-end, particularly for the client reporting.

« We preferred the Solfia solution for two main reasons. On the one hand the Solfia offer addresses our business needs in terms of control and workflow and on the other hand, we were favourably impressed by the team's business expertise», says Caroline Gaudry, Pergam Partner in charge of the Fixed Income activities.

The agreement is for five years and includes the development of four fully automated custodian interfaces, as well as the deployment on behalf of Pergam of additional infrastructure hosted by Clearstream Services.

Solfia and BSB Product & Development teams worked jointly on integration and deployment and the project is operational since May 2013.

END

About PERGAM

PERGAM is an independent asset management company founded in 2001 by Olivier Combastet to provide both asset management and advisory services to French and foreign HNWIs.

The company offers specialised services in portfolio management, investment advice, collective management and high added-value investments that are unavailable at conventional institutions.

With a team of 20 people, PERGAM manages EUR 850 million for French and international clients.

www.pergamfinance.com