Technology

JHC Systems' Dashboard On Thomson Reuters Menu

Editorial Staff March 28, 2018

JHC Systems' Dashboard On Thomson Reuters Menu

A portfolio profiling dashboard from the fintech is now available in an App platform of the global media and information company.

Thomson Reuters’ Eikon App Studio now plays host to the portfolio profiling dashboard of JHC Systems, the wealth management fintech firm.

JHC’s App automatically aggregates and scans every portfolio, for every client, every night across the entire firm, the firm said.

“By providing instant, clear and unambiguous portfolio monitoring information, via an intuitive dashboard, Neon can substantially improve advisors’ productivity. With more time to engage with clients, and having all the facts the advisor needs at his or her fingertips, firms can elevate their standards of service and enhance the client/advisor relationship,” Alberto Velasco, head of wealth management propositions, EMEA at Thomson Reuters, said.

 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes