Heartwood Investment Management has launched a private client reporting system which it says sets a “new benchmark” for the industry.
Heartwood, which is the UK asset management arm of Sweden-headquartered Handelsbanken, says the new “reporting solution” addresses the need for a digital platform that goes beyond month-end or quarter-end reporting.
Instead, Heartwood’s new platform includes detailed daily updates, commentary on strategy positioning, performance and trades.
The service includes tools including an online client centre, a mobile-friendly client centre and customisable reports to support ...