Digital Digest – The Latest Tech News – Heartwood

Editorial Staff

17 January 2019

Heartwood
, the asset management arm of Handelsbanken in the UK, has rolled out a new reporting solution for private clients and advisors that it says sets new industry standards.

The solution has been developed alongside SimCorp Coric. That firm’s platform delivers increased operational efficiency and automation of client communications, including fund fact sheets and daily fund reports, and allows clients to check information via mobile devices.

“With this reporting capability we wanted to meet client requirements for relevant daily data on their portfolios – combined with up-to-date, relevant commentary on markets, portfolio positioning and trading,” Noland Carter, head of Heartwood Investment Management and chief investment officer, said.

“Recent market turbulence provides a great example of when clients want relevant information – without having to wait for an end-of-quarter report. And the reporting we have built provides key charts and data (as many online portals do), but also an up-to-date explanation of what is happening in markets, and what we are doing as investment managers,” he said.