Case Study: Charles Stanley & Co. achieves consolidated portfolio visibility with GRIN

Charles Stanley & Co. - Customer Case Study

Charles Stanley & Co., one of the UK’s longest-established investment management firms serving private investors, needed a dependable client portal to present consolidated portfolio information clearly. They worked with vendor GRIN on the My Charles Stanley Portal to centralize client reporting and improve online access to investment details.

GRIN implemented a consolidated-portfolio view within the portal that displays clients’ holdings and totals (example shown: consolidated portfolio £780,892.28), improving transparency and ease of use for private investors. By partnering with GRIN, Charles Stanley delivered a single, reliable source of portfolio information for clients while maintaining clear informational and regulatory disclosures.

Charles Stanley & Co.