Courtiers targets 'next generation' with digital wealth proposition

Working with fintech InvestCloud

Laura Dew
clock • 2 min read

Wealth management firm Courtiers has launched a digital wealth proposition using the services of fintech firm InvestCloud.

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.   Global fintech firm InvestCloud, which was founded in 2010, acquired UK firm ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers who are on board with technology outperform peers: Intelliflo

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

Jen Frost
clock 28 April 2025 • 2 min read
Integrating AI into advice without losing the human touch

Integrating AI into advice without losing the human touch

Reinforcing trust through AI-enhanced personalisation

Tony Wilkson
clock 25 April 2025 • 4 min read
Why advice businesses need to 'invite AI to the table'

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

Jenna Brown
clock 24 April 2025 • 3 min read