Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

Mike Sheen
Heartwood's new system launched in October 2018 as a result of a two-year project

Heartwood's new system launched in October 2018 as a result of a two-year project

Heartwood Investment Management has carried out a digital overhaul of its client disclosure offering, Investment Week can reveal, 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. Heartwood CEO: Diversity a 'commercial imperative' for wealth sector 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...

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