Case Study: St. James’s Place achieves £69bn asset migration and better data visibility with Dufrain

St. James’s Place migrates £69bn of assets with Dufrain

Dufrain partnered with St. James’s Place to modernize its data infrastructure. The challenge was to migrate the wealth management firm's entire UK business from a legacy mainframe application onto new SS&C Bluedoor and Percana Insurance systems, aiming to create a unified view of client products and optimize reporting.

Dufrain applied a proven methodology that included a full data migration and the development of granular MI dashboards for reporting. The solution successfully migrated £69bn of assets, provided 360-degree visibility of the data warehouse for proactive issue detection, and significantly optimized performance for St. James’s Place.

St. James’s Place