When global wealth services provider, Suntera, was exploring portfolio monitoring providers to support their Investment Governance Team, Enhance was perfectly positioned to provide the comprehensive, multi-jurisdiction solution Suntera required.
Suntera not only needed a partner with specialist technology and broad investment manager data coverage that could cost-effectively monitor thousands of wealth portfolios, but also one that had the in-house implementation skills necessary to successfully deliver a project of this scale.
Leveraging the expertise of our Project Management Office (PMO), Enhance created a streamlined project plan that mapped out all deliverables, associated milestones and stakeholder responsibilities for a global deployment that aligned with Suntera’s operational resources and roadmap.
Our PMO combines tried-and-tested project management methodology with regular update meetings and reporting to ensure every Enhance onboarding project runs smoothly. Structured feedback sessions held at the conclusion of each project phase with key internal and external stakeholders drive ongoing improvement.
Utilising API integrations between Enhance’s Mosaic, Smartsheets and Docusign, we combine the power of our proprietary reporting technology with industry-leading project management software and a robust e-signature solution to deliver onboarding projects at scale.
We can collaborate, dashboard and track all elements of each project for our clients using these integrated tools, providing the right information at the right time to all relevant stakeholders, irrespective of their geographical location and time zone.
“Using Enhance’s structured approach to onboarding has turned an almost impossible undertaking for each jurisdiction into an easy, provider-led project lasting only a few months each.”
Suntera team lead
Suntera
Since the Suntera project launch in 2023, Enhance has onboarded hundreds of wealth portfolios administered by its Jersey, Guernsey, and Bahamas offices. The Isle of Man is the next key jurisdictional office to address as part of a roadmap that aims to onboard all Suntera portfolios by the end of 2026.
The Enhance Relationship Manager is kept up-to-date on all onboarding activity by PMO, so the transition to business-as-usual client servicing is as smooth as possible. Our clients can keep track of onboarding progress through regular project meetings and via our custom-built online Client Portal.
And perhaps the best part of it all, we don’t charge any project management fees to our clients. We see our PMO as part of our core value proposition for clients and a way to get new Monitoring relationships started off on the right footing.