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 direct clients access to a digital account that details their porfolio performance, asset class breakdown and history of withdrawals and deposits. In addition, the platform includes regularly updated commentary regarding the market impact on a fund as well as key decisions made by portfolio managers, thereby shunning the monthly or quarterly updates used as standard in the wealth managem...
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