Mattioli Woods has partnered with Tiller to roll out an investment platform, several months after the UK wealth manager made an undisclosed investment in the tech firm.
The solution will feature onboarding, portfolio monitoring and client reporting.
Mattioli Woods wants the platform to:
- Improve service delivery for existing clients;
- Cater to the digital demands of new clients providing an end-to-end digital interface, including mobile app technology; and
- Enhance scalability and flexibility to meet clients’ changing needs.
‘Greatly enhance’
Michael Wright, group managing director of Mattioli Woods, said: “Technological innovation is key to our ambitious growth strategy and, more importantly, to ensure we can provide the best service to our clients, existing and new.
“Tiller’s WealthXcel platform will enable us to provide great outcomes to a new client demographic who want simple and easy access to their investments, all backed by our highly qualified investment managers.”
Ian Cadby, chief executive of Tiller, added: “It has long been accepted that technology can be used to greatly enhance a wealth manager’s service and delivery to its clients.
“Being able to onboard new clients and service all clients’ financial needs to the same high standards has proved and will continue to prove crucial for wealth managers.”
