Courtiers targets 'next generation' with digital wealth proposition

Since the service was released in early August, around a third of the firm's client base has been transitioned to it. The firm intends all of its advisers and clients will use the online service in the future. The new platform features a client portal for client communication and reporting, which will enable the firm to go paperless.  It also uses the InvestCloud Digital Warehouse to aggregate data from multiple systems, including market and portfolio data, social media and external documents, in one place.   IA develops 'accelerator' to support fintech firms in asset management ...