(August 9 – 11:50 ET) – Hartley Poynton, an Australian-based full-service brokerage firm that is 40% owned by Royal Bank of Canada. says it has completed the installation of the Spectra Portfolio system.
Spectra Securities Software provides wealth management software solutions to brokerage, banking and insurance companies.
Spectra Portfolio, a portfolio and contact management system was selected by Hartley Poynton to centralize information available to its more than 200 investment advisors across Australia. It allows reps to gather client information from nine different Hartley Poynton back office systems to provide an accurate, consolidated view of each client’s portfolio. In addition, contact management features allow advisors to manage their prospecting activities, maximize sales productivity, and help grow their asset base.
“This project is key to Spectra’s long-term international growth strategy because it clearly demonstrates that our software can be configured to meet local requirements. We are committed to this market and to becoming the dominant wealth management solution provider in Australia,” states Spectra CEO, John McLeod. As part of this commitment, a number of key Spectra personnel have been relocated to Australia to support clients in the region.
-IE Staff