NYC-based Chilton Trust Company oversees more than $4 billion of client money.

Los Angeles–headquartered InvestCloud, the fintech, has delivered a digital platform and smartphone app for boutique investment advisor Chilton Trust Company. CTC uses InvestCloud Blue to improve its digital capabilities for US clients.

The app puts clients into round-the-clock contact with their finances, and from any device. For its part, Chilton Trust also, based in New York, makes use of the InvestCloud Digital Warehouse, which pulls together data from a variety of sources. Information includes external news and social media sources, alongside market and portfolio data.

In November InvestCloud released two new lines of financial apps to run on its digital platform. Separately it recently won a contract to build a digital solution to The Asset Management Exchange. InvestCloud Gray digitizes client interactions, providing a modern and flexible platform that is affordable for any wealth manager. InvestCloud Neon enables wealth managers and financial institutions to automate trading, accounting and middle-office workflows. In total, InvestCloud’s platform supports more than $1.7 trillion of assets for a variety of clients, including wealth managers, banks and family offices.

Chilton Trust, which is privately owned, oversees more than $4 billion of assets under advisement.