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LGT Vestra signs tech deal for client portfolio monitoring

LGT Vestra signs tech deal for client portfolio monitoring

LGT Vestra has implemented new systems to improve the monitoring of its clients' portfolios. 

The wealth manager has partnered with technology provider JHC Systems, to use its Neon product which provides risk analytics. 

Neon allows wealth managers to access detailed and timely risk data. LGT Vestra already uses JHC's Figaro system.

Ben Snee, CEO of LGT Vestra, said: 'Neon allows us to automate our risk and suitability processes through a secure, accessible and highly intuitive system. The digital dashboards offer us overall transparency across our clients' portfolios as well as the ability to drill down to individual holdings.'

Edward Lopez, chief revenue officer at JHC, added: 'The industry is finding that good enough for the regulator doesn’t necessarily mean good enough for clients. Neon doesn’t just answer regulation needs, it also improves client service and engagement.

'It takes the pressure off, allowing businesses oversight and control, from the big picture to the smallest detail, instantly via desktop or tablet. Automation not only provides a competitive advantage, but is rapidly becoming a must have for firms.'

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