InvestCloud, a financial digital solution designer, has helped build a digital wealth management solution in collaboration with Courtiers.
The company launched this service to help meet its goal of becoming completely digital for all clients and advisors.
This new service Will provide a secure client portal with comprehensive client communication and reporting. Initially, the platform was made available to a select number of clients, and a wide-scale launch in August.
Through the new service, Courtiers will build a digital-first proposition with all clients serviced digitally.
UK-based Courtiers is a wealth management company which currently has around £750m in assets under management.
Courtiers CEO Jamie Shepperd said, “To continue to be relevant and build relationships with all generations of investors, we must embrace the digital revolution. Working with InvestCloud, our new platform can ensure Courtiers remains front and centre for all financial advice needs amidst the changing trends, habits and behaviours of the world we live in.
“The integrated InvestCloud offering means that Courtiers also utilises the InvestCloud Digital Warehouse, which aggregates data from multiple systems and custodians to provide a single version of the integrated truth. This integrated information includes all manner of structured and unstructured data – external news, social media and documents, alongside market and portfolio data.”
Earlier in the year, InvestCloud extended its Direct-To-Consumer (D2C) offering for institutional asset managers by purchasing rplan in a $20m deal. rplan enables asset managers to digitise their existing retail clients, providing of client engagement technology to support bespoke investment propositions for web and mobile.
The deal sees rplan’s capabilities made available to InvestCloud’s global client base.
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