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

New reporting platform for third-party IFA and direct clients

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

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