Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul
New reporting platform for third-party IFA and direct clients
Heartwood Investment Management has carried out a digital overhaul of its client disclosure offering, in the first stage of an "evolutionary" plan to improve the way it communicates with clients.
Launched in October 2018 as a result of a two-year project, the firm has completely replaced its existing disclosure technology and processes, with the new reporting platform offering third-party IFA and...
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