Client Requirements


To report on seven portfolios containing a total of 200 legal entities.

Single staff log-ins with access controls by portfolio and company.


Produce a range of reports on selected portfolios and companies.

Integrate with existing systems, removing manual data imports.


Streamline budget control and payment approval workflows.

A cloud-based solution – allowing work from any location.


Data security, including full legislative compliance.

Post-implementation support with service level agreement.

Contact Us Today To Discuss Your Requirements


Finance Director, Leading Investment Management Company, London UK

Creative Business Systems were able to offer us a new business system on time and in budget across a two-phase implementation. Phase 1 was the Core Finance system, staff training and essential business. Phase 2 was the integration with the other systems. This was done by working closely with their Technical Support Team and we were given a Project Manager to help us every step of the way. After implementation, we could generate our management reports at the click of a button, which would have taken our Finance staff hours of work. Streamlining our processes like this has been invaluable and if this function was taken away from us we would struggle!

Contact Us Today To Discuss Your Requirements

Contact Us Today To Discuss Your Requirements


0330 088 2515



Fields marked with an * are required