Davy Private Clients has selected digitial portfolio monitoring tool JHC Neon from wealth management fintech firm JHC Systems.

Automatically, Neon will monitor and analyse all client portfolios daily to assess their positions, asset allocations and risk profiles within the team’s investment models. Through the system’s digital dashboard, Davy will have access to all the information the team needs to analyse, track and resolve any adjustments required, JHC said

Ireland-based Davy Group’s portfolio construction team designs multi-asset portfolios for clients, which are tailored to individual risk and return objectiv...