Swiss wealth management practice implements Proclaim Matter Management

Print This Post

6 February 2013


Specialist Swiss financial planning firm Mercatoria Group is implementing Eclipse’s Proclaim Matter Management software system for its Geneva head office.

The Mercatoria Group offers a wide range of wealth management services and tax-planning structures for families, businesses and entrepreneurs. The group operates in a number of jurisdictions to provide maximum geographical expertise, be it domestic or on a global scale.

Jurisdictions frequently used to achieve asset protection and fiscal benefits include Switzerland, UK, St Lucia, Barbados and Canada.

To capitalise on new opportunities and to provide a centralised in-house method of organising and managing complex transactions, Mercatoria Group recognised the need to replace its incumbent systems with one core matter management solution.

Proclaim Matter Management is being implemented at the firm’s preferred hosting partner in Geneva, providing a fully integrated desktop solution for the care of all clients and matters. As well as enabling ‘one place’ storage for all in-out correspondence, Proclaim will enable Mercatoria Group to more effectively manage time-sensitive tasks and deliver bespoke performance reports at the click of a button – based on any element of transactional data in the Proclaim system.

Rod Ramsden, director at Mercatoria Group, said: “We place huge importance on being able to offer an impeccable client service experience. To do that, we need internal solutions that provide us with instant access to all elements of client information and related data. Proclaim provides a fantastic service ‘core’ and is a great enabler for us in our strategy to become one of the world’s leadingoperations.”



Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate



Legal Futures Blog

The ethics of the SRA’s social media warning notice

Mena Ruparel

Social media portals are regularly used by firms and those who work for law firms in both professional and personal capacities. Their informal nature and the fast pace of use makes it all too easy for regulated people to get carried away with online discussions or comments which can fall foul of the regulator. This is more likely to happen on social media platforms as these are virtual, accessed in the solicitor’s own time and space. It can be easy to forget that solicitors are regulated just the same at 11pm on their home computer as they are at 3pm in the office or at court.

September 15th, 2017