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New platform to provide daily portfolio updates for Heartwood clients

News Team, 14/01/2019

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 ...


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