InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

LONDON, Oct 17 (Bernama) -- InvestCloud, a global leader in wealth technology, announced today that FirstCape, the leading wealth advice and asset management firm in New Zealand, has selected InvestCloud to transform the wealth management experience FirstCape delivers for advisors and their clients. A comprehensive multi-phased digital transformation journey, this technology-forward initiative is geared to redefine how FirstCape delivers financial services, focusing on boosting advisor efficiency and offering a single platform for client engagement, experience, and compliant advice at scale.

FirstCape was formed earlier this year through the consolidation of JBWere NZ, Jarden Wealth, Harbour Asset Management, and BNZ Investment Services to create the premier wealth management advisory and asset management firm serving clients in New Zealand. The new firm, which now boasts more than 120 advisors and over NZ$50bn in assets under management and advice, has embarked on a digital transformation to reimagine its client and advisor experience throughout the entire investment lifecycle.