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Jersey-based Tiller Technologies has partnered with financial services consultancy, Point Group, to digitalise its wealth management proposition.
As part of the partnership, Tiller will provide a version of its WealthXcel digital platform - which includes a client portal for account management and bespoke reporting - to clients of Point Group.
Ian Cadby, CEO and Co-Founder of Tiller Group, said: “We are honoured to have this level of endorsement by such an innovative consultancy. We look forward to working with John and the team, who recognise that leading technology is a must for the continued success of the wealth management sector.”
John Elder, Point Group Chair, added: “Tiller’s digital platform is amongst the best we have seen in the market for a large and important part of our client base. The team at Tiller have spent over two-and-a-half years building an award-winning solution, operated by an FCA-authorised firm, and we are delighted to be able to offer it to our clients."
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