Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Cazenove makes tech changes to boost IFA offer

Cazenove makes tech changes to boost IFA offer

Cazenove is allowing independent financial advisers (IFAs) to co-brand client reports in bid to enhance its appeal to intermediaries.

The investment house has upgraded its internal systems and part of the new features will be a tool allowing IFAs to add their branding alongside Cazenove’s on reports prepared for clients.

Cazenove is now working on creating a ‘gated’ community for clients of IFAs, and this is expected to be launched in the first quarter of next year.

The upgraded system, which is only accessible for advisers accessing Cazenove’s multi-manager range, now allows for the creation of reports showing a breakdown of where each client’s money is invested. IFAs will be able to add their own commentary and can tailor reports across one, three or six months.

‘This tool… enhances the transparency across the products and the service we give to advisers,’ a spokesperson said.

‘We are now working on V2.0, which is really exciting as its going to be more than just reporting, it will be a gated community for our clients.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Insight's Waddington reveals infrastructure plays post-Carillion

Insight's Waddington reveals infrastructure plays post-Carillion

Post-Carillion Steve Waddington is still finding attractive plays in infrastructure.

1 Comment Play Mark Stevenson: oil is the dumbest place to put your money

Mark Stevenson: oil is the dumbest place to put your money

Futurist Mark Stevenson says that investing in oil is not just a risk to the environment but also your investment.

Play Boutique tapes: my business will never be sold

Boutique tapes: my business will never be sold

In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.

Read More
Your Business: Cover Star Club

Profile: how this boutique beat the big guns of wealth

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Wealth Manager on Twitter