London-based advisory business Foster Denovo had developed an investment platform for its financial advisers called Clearview.
Both advisers and clients will be able to access the digital platform to see investment products and it will host an online hub to monitor portfolio performance.
Alongside Clearview, Foster Denovo has also introduced a range of ‘Dynamic Portfolios’, enhancing the firm’s current offering but it is only available via the newly rolled out platform.
The portfolios will be available for investments in Isas, general investment accounts, offshore bonds and an integrated Sipp which is provided by Gaudi, a UK-based tax wrapper provider.
The platform was built in partnership with Host Capital Digital Wealth Solutions and This Platform Services.
A focus on innovation
Roger Brosch, chief executive of Foster Denovo, said: “We are continuously looking for innovative ways to assist our partners in achieving their clients’ investment and retirement goals.
“The new Clearview platform is competitively priced, meaning that our partners can offer exceptional service to their clients, whilst remaining in a competitive and advantageous position.
“The Dynamic Portfolios provide our partners with access to a range of uniquely designed investment portfolios to better meet client needs and increase their efficiency.”
Additionally, Declan McAndrew, head of investment research at Foster Denovo, said: “The Dynamic Portfolios (DPs) will offer an exciting investment proposition for Foster Denovo’s clients.
“The ability of the DPs to utilise the best solutions in both the active and passive space, while also being regularly reviewed externally and reacting dynamically to market movements, will allow us to provide clients with solutions more tailored to their individual investment needs.”
This follows the firm’s acquisition of Orchard Wealth cultivation in February 2019 and of London & Capital’s UK wealth business in May 2019.
