Efficient Client Reporting using Affinity iXchange

Commercial Property Fund Valuations

iXchange provides Investment Organisations, Managing Agents and Valuers with the wide range of functions needed to combine, compare and report on portfolio data.

"Affinity iXchange allows us to produce timely and accurate client reports without compromising our ability to deliver high quality services and enables us to reduce the time spent by professional staff in transferring and checking data."

Rupert Johnson
Head of Valuations
Knight Frank

Talk to us today to find out how we can help you minimise the repetitive manual effort in the checking and production of client valuation reports.

richard charlton

Richard has worked in the City financial sector for 18 years. During that time he has accumulated a wide knowledge of the operation of both buy- and sell-side financial institutions covering the full range of securities markets. His areas of expertise cover: Investment Management, Principal Bond Trading, Repo Trading, Futures and Options Trading, Gilt Market Making, Equity Market Making, Money Market Trading, Stockbroking and Retail Banking. He has a detailed knowledge of the accounting treatment of a wide variety of instruments and, in particular, for off-balance sheet assets.

Richard has successfully delivered data and systems integration projects covering both bespoke and packaged systems into front, middle and back-office environments for major City institutions. He has led the development of systems architectures covering traditional on-line transaction processing solutions as well as delivery into object-oriented platforms.

Richard is currently providing outsourcing consultancy and business analysis services to the Investment Management Sector.