Heartwood Wealth Management, the independent wealth management business, has chosen to implement Investmaster’s InVantage wealth management solution.
The InVantage solution, launched earlier this year, encapsulates CRM, client reporting, document management, portfolio management, CGT, trading, settlement and Crest connectivity. Heartwood Wealth Management offers a full service wealth management solution for clients, with expertise covering investment markets, tax advice, retirement and inheritance planning. Plans for growing their 1 billion funds under management and administration are already exceeding targets.
“The InVantage suite was the best fit for our business model and growth aspirations.” says, Simon Clark, CFO, Heartwood Wealth Management of the solution, “We wanted a scalable solution that could be flexible, easy for us to use and configure to our requirements and that would substantially improve our internal efficiency. We also wanted to find a single, integrated solution and the selection of InVantage will allow us to achieve that.” says, Simon Clark, CFO, Heartwood Wealth Management of the solution,
Peter Little, CEO, Investmaster adds, “InVantage offers a fully integrated and efficient customer service proposition with a single point of data entry. Needless to say, we are very pleased to have been chosen and now look forward to building on what will be a long and successful relationship.”