Mountstone Partners

Discovery

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Client

Established in 2012 Mountstone Partners design, create and manage investment portfolios for private clients. Their wealth of experience, communication and focus on delivering strong portfolio performance sets them apart in the financial sector.

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What we did

We were challenged with a brief to develop both an internal and external platform for clients and investment managers to access in order to report on portfolio performance, manage models, clients and stock. Managing the complexity and infrastructure for a project of this size was an immense challenge that took over 18 months of planning and development.

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Communication was a huge aspect of the project. We spent days in the Mountstone office with the team running through the processes and calculations to understand the industry on a granular level.