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Wealth manager says ‘technological innovation is key to our ambitious growth strategy’
Mattioli Woods has partnered with Tiller to roll out an investment platform, several months after the UK wealth manager made an undisclosed investment in the tech firm.
The solution will feature onboarding, portfolio monitoring and client reporting.
Mattioli Woods wants the platform to:
Improve service delivery for existing clients;
Cater to the digital demands of new clients providing an end-to-end digital interface, including mobile app technology; and
Enhance scalability and flexibility to meet clients’ changing needs.
‘Greatly enhance’
Michael Wright, group managing director of Mattioli Woods, said: “Technological innovation is key to our ambitious growth strategy and, more importantly, to ensure we can provide the best service to our clients, existing and new.
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