Calastone today published a case study on Heartwood Wealth, a privately-owned fund manufacturer and distributor based in Tunbridge Wells. Heartwood have saved over £12,000 in the five months since they switched from manual dealing to STP and they've recently expanded the service to include external third party funds.
Heartwood were able to go live within four weeks of agreeing their project specification and they upload a flat-file to our EMS on a daily basis.
Many thanks to Paul Roberts of Heartwood for his time and input. We hope to produce several more case studies over the coming weeks, looking at the operational improvements which our settlement and order-routing clients have achieved.
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