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Adviser Office – Client Valuation Reporting

Overview We have recently completed a project with a Cambridge based Asset Management company to automate their Client Valuation Reporting from Adviser Office.  The reporting solution is delivered to the advisers through a compiled Microsoft Access 2016 database.   There are three components to the solution: 1. Python […]

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Windows 10 and not being able to browse the Internet

There have been a number of people calling to say that they can receive email, yet cannot browse the internet when trying to browse using Windows 10 – any browser. This is an annoying Windows 10 “feature” that seems to have been introduced with the recent anniversary […]

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Spring 2015 Update

Updates from the Sapien IT team We’ve all been quite busy at Sapien IT and thought as spring is upon us that we’d send a few highlights of what we’ve been up to. Working with many customers on creating mobile friendly websites using wordpress.  We’ve seen an […]

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