InvestCloud Redefines FirstCape’s Wealth Management Via Multi-phase Digital Transformation

KUALA LUMPUR, Oct 17 (Bernama) -- InvestCloud, a global leader in wealth technology, has been selected by FirstCape, New Zealand’s wealth advice and asset management firm, to transform the wealth management experience it 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.

InvestCloud President of Digital Wealth International, Christine Mar Ciriani said the company is thrilled to see the tangible success of its 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,” she said in a statement.

Meanwhile, FirstCape Chief Executive Officer, Malcolm Jackson said FirstCape was formed with a stated intention of enhancing its client offering, and integrating InvestCloud’s tools that streamline portfolio management and order execution is part of delivering on that promise.

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 first phase of FirstCape’s digital transformation was the implementation of InvestCloud’s Portfolio Manager and Order Capture solutions for Jarden Wealth, in which these key components establish the foundation for an enhanced, fully integrated platform that empowers advisors and improves the client and advisor experience.

With Portfolio Manager, financial advisors are able to monitor and manage client portfolios with deeper insights, allowing for tailored investment proposals. By streamlining the process, advisors can deliver more accurate and compliant advice at scale, all while maintaining a personalised approach for each client.

Meanwhile, boosting operational efficiency, Order Capture offers a seamless interface for trading across various asset classes and allows advisors to act faster and focus more on client needs, resulting in a more dynamic, responsive wealth management experience.

Future phases of the transformation will introduce enhanced Client & Advisor Experiences and Client Lifecycle Management & Onboarding solutions, offering a fully integrated, scalable platform that will strengthen client engagement.

-- BERNAMA