Technology
Digital Digest: The Latest Tech News - JHC, Jarvis
The latest news about technology products and services relevant for wealth managers around the world.
Jarvis Investment Management, a provider of stockbroker execution
services - a portfolio monitoring tool which is powered by
wealthtech business JHC Systems - is
extending an existing partnership between the firms.
Jarvis, which has worked with JHC for more than 20 years, is
using the JHC Neon service, which includes institutional-grade
risk management technology. Neon provides a digital dashboard and
Jarvis will feed data into Neon, via the Figaro channel.
“There’s a gap in the market for a digital dashboard, which shows
managers the state of affairs across their entire book of
business,” Nick Crabb, business client services director at
Jarvis, said.
“Neon fills this gap, which is why we were so keen to extend our
partnership with JHC. Neon’s instant portfolio monitoring, risk
analysis, and ongoing compliance checking offers huge benefits,
not only from a regulatory perspective but for client engagement
too,” he said.