FirstCape, a wealth advisory and asset management company in New Zealand, has initiated a multi-stage digital transformation by partnering with InvestCloud.
This move aims to revolutionise the wealth management experience for advisors and clients by leveraging technology to improve efficiency and client engagement.
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FirstCape, established through the merger of several financial companies, now has more than NZ$50bn ($30.30bn) in assets under management and advice.
InvestCloud digital wealth international president Christine Mar Ciriani said: “We are thrilled to see the tangible success of our partnership with FirstCape as they embark on this modular digital transformation.
“By leveraging our full suite of innovative front-office solutions, we are helping FirstCape create a robust digital backbone that will drive their growth, streamline advisor efficiency, and elevate client experiences. We are committed to supporting FirstCape’s journey as they are the leading wealth management firm in New Zealand.”
The company’s digital overhaul, starting with InvestCloud’s Portfolio Manager and Order Capture solutions for Jarden Wealth, sets the stage for a fully integrated, technology-driven platform.
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By GlobalDataInvestCloud’s Portfolio Manager enables advisors at FirstCape to gain deeper insights into client portfolios, facilitating customised investment proposals.
This streamlines the advisory process, ensuring accurate, compliant advice at scale while maintaining a personalised touch.
The Order Capture tool enhances operational efficiency, allowing advisors to swiftly execute trades across various asset classes.
Subsequent phases will introduce advanced Client & Advisor Experiences and Client Lifecycle Management (CLM) & Onboarding solutions, creating a scalable platform that bolsters client engagement and experience.
FirstCape CEO Malcolm Jackson said: “We formed FirstCape with a stated intention of enhancing our client offering.
“Integrating InvestCloud’s tools that streamline portfolio management and order execution is part of delivering on that promise. We continue to be focused on providing a complete suite of services tailored to every client’s unique needs at whatever stage of their investment life cycle.”
