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Wealth Management

We are helping many of the world's leading wealth managers achieve the benefits of Digital Transformation

Leading wealth managers are embracing technology to meet the needs of today's clients, regulators, staff and investors.

MBS has worked with many sector leaders for over a decade, providing world-leading Process Automation, Document Management, eSignatures, Video Conferencing and Print solutions.

We integrate solutions with leading systems in the sector including TrustQuay's NavOne and 5Series plus Viewpoint.

Now is an exciting time as we are helping our clients to pursue Digital Transformation to deliver better performance than ever.

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Power your Digital Transformation

We have helped clients build digital solutions including for Client Onboarding, Invoicing Processing, Payment Requests, Contract Management and Staff Recruitment. 

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Boost Productivity

We can help you automate many tasks. Intertrust estimates it has raised staff productivity by 14% and saved 20 million sheets of paper a year since working with MBS.

Grow Revenues

Reducing client onboarding costs while giving clients more online services are now crucial to winning and retaining clients. MBS has helped clients to build Portals enabling rapid onboarding and secure online services

Automate Compliance

Compliance costs continue to rise and the rapid pace of reform continues. MBS can help you automate many compliance activities including GDPR with easy-to-use tools that you to implement changes rapidly and affordably.

Add Shareholder Value

Investors increasingly value technology to enable sector-leading client service and productivity while keeping all records in good order. As a result, technology is directly adding to the value of the business at a time of sector consolidation.

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Trust Quay NavOne

TrustQuay - NavOne

TrustQuay is a leading provider of wealth management systems. MBS provides Laserfiche Content Management System to many leading wealth managers. We have teamed up to build a 2-way interface between TrustQuay NavOne and Laserfiche. This is helping our clients maximise the benefits of Digital Transformation by automating business processes requiring both systems.

TrustQuay - 5Series

We have partnered with TrustQuay to build an interface between TrustQuay 5Series and Laserfiche. Again, this is helping the wealth managers we serve to take advantage of the best of both systems, raising staff productiviity and compliance.

Trust Quay 5series

Are you ready to embrace digital transformation?

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Client Testimonials

“We've always had great communication with MBS who helped us implement Laserfiche - a reliable system that integrates with different applications including Microsoft suite and our Time Management System, Intermediary Portal, Client Portal and HR System. I therefore recommend Laserfiche and MBS without reservation.”
David Humphrey - Global Application Manager

Intertrust
David Humphrey - Global Application Manager <br/><br/><h3>Intertrust</h3>
“We implemented Laserfiche early in 2020, which was excellent timing. Laserfiche has enabled remote teams working from home to maintain productivity and access all client documents and emails in a single location, which wouldn’t have been possible without Laserfiche.”
James Rouget - CI Head of OperationsMoore Stephens Guernsey
James Rouget - CI Head of Operations
“Equiom prides itself on being a leader in the Yacht Crew Management. We are always looking for ways to improve client service and operational efficiency. To that end, we chose to use DocuSign to get legally-valid signatures on key documents including Seafarer Employment Agreements. It has proved very powerful: after envelope submission the majority of documents are signed without query or additional input enabling greater work efficiency for Equiom staff, yacht crews, owners and intermediaries. Automated reminders sent at user defined intervals also means a greater percentage of agreements are completed within defined time limits. As a result all stakeholders are keen that we develop this service and look to further implement work flow automation.”
Scott Le Cornu, Head of CrewingEquiom Marine & Aviation Services
Scott Le Cornu, Head of Crewing
“DocuSign has helped us to secure signatures on important documents far more quickly and with less effort than ever before. Most documents are now signed the same day and we are seeing 75% of documents signed in less than an hour. As a result, it has both helped us delight our clients and improve our efficiency.”
Stuart Geddes, IT DirectorOcorian
Stuart Geddes, IT Director
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Training staff & educating our customers is a key part of your
Digital Transformation journey.

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