Insignia MDA were looking for next generation investment technology components to help power their Managed Discretionary Account solution. They were seeking a long term partner who could work alongside their platform team to provide an intelligent and scalable portfolio management and rebalancing solution.
Prime needed a technology partner that could codify, industrialise and streamline their investment advice process, so they could spend more time on what matters – their clients. With PortfolioCloud they were able to supplement their back office systems to transform their efficiencies and free up time for more innovation.
Hewison Private Wealth were looking for a collaborator to help redefine and automate their investment advice process. With PortfolioCloud they were able to replace their legacy portfolio management systems, while ensuring seamless integration with their wider technology landscape, giving them more control than ever before.