INVESTCLOUD REVOLUTIONIZES WEALTH MANAGEMENT FOR FIRSTCAPE WITH MULTI-STAGE DIGITAL TRANSFORMATION
InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle
LONDON, Oct 17 (Bernama-BUSINESS WIRE) -- InvestCloud, a global leader in wealth technology, announced today that FirstCape, the leading wealth advice and asset management firm in New Zealand, has selected InvestCloud to transform the wealth management experience FirstCape delivers for advisors and their clients. A comprehensive multi-phased digital transformation journey, this technology-forward initiative is geared to redefine how FirstCape delivers financial services, focusing on boosting advisor efficiency and offering a single platform for client engagement, experience, and compliant advice at scale.
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FirstCape was formed earlier this year through the consolidation of JBWere NZ, Jarden Wealth, Harbour Asset Management, and BNZ Investment Services to create the premier wealth management advisory and asset management firm serving clients in New Zealand. The new firm, which now boasts more than 120 advisors and over NZ$50bn in assets under management and advice, has embarked on a digital transformation to reimagine its client and advisor experience throughout the entire investment lifecycle.
The first phase of FirstCape’s digital transformation was the implementation of InvestCloud’s Portfolio Manager and Order Capture solutions for Jarden Wealth. These key components establish the foundation for an enhanced, fully integrated platform that empowers advisors and improves the client and advisor experience. With Portfolio Manager, financial advisors are able to monitor and manage client portfolios with deeper insights, allowing for tailored investment proposals. By streamlining the process, advisors can deliver more accurate and compliant advice at scale, all while maintaining a personalized approach for each client. Order Capture offers a seamless interface for trading across various asset classes. Boosting operational efficiency, Order Capture allows advisors to act faster and focus more on client needs, resulting in a more dynamic, responsive wealth management experience.
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