LGT Vestra, a provider of wealth management solutions, has deployed JHC Neon solution from JHC Systems to automate client portfolio monitoring process.
The vendor said that its Neon solution offers wealth managers transparency and analytics across all positions and holdings.
LGT Vestra CEO Ben Snee said: “Neon allows us to automate our risk and suitability processes through a secure, accessible and highly intuitive system.
“The digital dashboards offer us overall transparency across our clients’ portfolios as well as the ability to drill down to individual holdings.”
LGT Vestra also leverages JHC’s Figaro wealth management solution. In June 2016, LGT Vestra renewed a contract with the vendor to keep Figaro as its core business system.
JHC chief revenue officer said: “Neon doesn’t just answer regulation needs, it also improves client service and engagement. It takes the pressure off, allowing businesses oversight and control, from the big picture to the smallest detail, instantly via desktop or tablet.”