KMD Organised was created by KMD Private Office Ltd in order to enable other advisers and wealth managers to license the software for use with their own clients
KMD has been providing the Organised service to clients for a number of years and has continually improved the features based on experience gained from working with clients using Organised.
KMD Organised was originally created for a particularly busy client who was frustrated by the hassles that his particularly large and diverse portfolio of assets caused him. The success of the service led us to roll it out to a greater audience, where it has had an excellent response.
We are excited by Organised’s ability to simplify the financial administration clients have to deal with and the value it provides.