Heartwood Investment Management’s solution gives daily data updates with commentary on strategy positioning, performance and trades.
It has been developed in conjunction with SimCorp Coric, a provider of reporting solutions for private wealth and institutional asset managers.
The service includes a range of tools including a full online client centre and customisable reports to support adviser meetings with clients.
Noland Carter, head of Heartwood Investment Management and chief investment officer, said: “Our clients’ digital expectations have been transformed over the past few years, but our industry continues to focus on quarter end reporting.
“With this reporting capability we wanted to meet client requirements for relevant daily data on their portfolios – combined with up-to-date, relevant commentary on markets, portfolio positioning and trading.”
In February 2018, International Adviser reported that Heartwood Investment Management had launched two lower-risk strategies to its sustainable multi-asset range.
