We’ve developed a comprehensive trading, reporting and back office management tool for a wealth management client (name withheld here for security reasons). The system is called Phoenix and allows the portfolio management team to analyse holdings, compare to model portfolios and generate trades to rebalance or to reflect investment decisions. The system is developed in Microsoft Access and runs with a SQL Server back end. It incorporates various feeds including a feed from the custodian bank in SWIFT format. It also features reconciliation functionality. Our role in Phoenix stands out for its flexibility and reactivity. Both portfolio managers and operations managers are continuously looking to improve and streamline processes. We react extremely positively and quickly to all new ideas such that, since 2012, the system has been subject to more than 100 version updates – some little more than tweaks, others major additions such as quarter end client reporting.