We were able to provide the solution they were looking for in our investment platform service, which Foster Denovo has been using since 2019.
The team at FD Dynamic Portfolios accesses our wealth management software, Tercero, to create the models for their model investment portfolios, the Dynamic Portfolios, and to rebalance clients' portfolios.
Clients can view their investments and reports on our bespoke portal, which we re-branded to Foster Denovo’s requirements and which was launched as ‘Clearview’. This allowed Foster Denovo to provide a more consistent experience for their clients at a competitive cost.
Enhancements to Tercero enabled a full 2-way data exchange with their existing Intelligent Office software suite, resulting in minimal disruption to the daily activities of their advisers and achieved time-savings for client on-boarding.
We were also able to accommodate the flexible pricing structure Foster Denovo has for their clients. The ongoing transfer of clients from their incumbent platforms, where suitable, is being supported efficiently by our operations team.