JH&P picks InvestCloud to transform digital communication
Independent wealth management group James Hambro & Partners (JH&P) has chosen InvestCloud’s Blue suite of apps to provide digital client communication, automation and management, reports Jane Connolly.
JH&P are also using InvestCloud for customer onboarding
This deal is part of JH&P’s biggest technology spend to date. The firm aims to also reduce client onboarding costs through InvestCloud’s automation services.
InvestCloud’s Programs Writing Programs (PWP) technology will enable JH&P to customise its client experience.
Andy Steel, CEO of JH&P, says that the company wants to offer a flexible technology solution to an “increasingly complex” client base.
He adds: “We chose InvestCloud because it’s the only fintech company that we think has solved the digital transformation needs of the investment management industry.
“We wanted to modernise our client and adviser digital experiences without increasing our IT department.
“InvestCloud’s innovative solutions will help us future-proof the way that we serve our adviser clients and their end-investor clients alike.”
London-based JH&P, which has been running for 10 years, has over £3.4 billion assets under management.
