The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

JHC Helps Wealth Managers Move into the Digital World with Digital Wealth Platform

Subscribe to our newsletter

Wealth management firm JHC Systems (JHC) has released Digital Wealth Platform, a product and service allowing firms to digitise key processes with a view to improving efficiency and end user experience, while giving wealth managers more to time to focus on client relationships and retention.

Digital Wealth Platform combines a centralised database approach with a modular offer covering mission critical data, processes, people, activities and offices, and allows all aspects to function as one. The platform can be used as a foundation on which firms can build a digital ecosystem using JHC or third-party solutions.

JHC has worked in the wealth management sector for over 25 years, racking up clients including Davy, Charles Stanley, LGT Vestra and Societe Generale Securities Services. It acknowledges a recent PwC report, Sink or Swim: Why wealth management can’t afford to miss the digital wave, that states: “Wealth management stands today as one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries – a status that is threatening its survival.”

Edward Lopez, chief revenue officer at JHC, says: “We have seen this first hand so we know that wealth managers need to build from the ground up, making sure that they have the bare necessities in place first. The Digital Wealth Platform provides firms with a solid foundation from which they can start thinking about leaping into the future.”

Subscribe to our newsletter

Related content


Recorded Webinar: Best practices for metadata management

Metadata has become central to financial firms as a means of enriching, discovering and effectively using both business and technical data. Its management is equally important, particularly in capital markets applications such as data lineage and data governance, which require a clear view of data and its provenance, and the ability to scale and support...


RBC Wealth Management US Selects Broadridge Platform for Technology Transformation

RBC Wealth Management-U.S. has selected Broadridge Financial Solutions wealth management platform to power its growing US business. The selection is part of a multi-year technology transformation at the wealth management firm and is the latest in a series of investments in tools and services. The firm will also migrate to Broadridge’s next-generation asset servicing platform....


FRTB Briefing Virtual (Redirected)

The FRTB Briefing Virtual will examine key focus areas and priorities for banks in 2020 and offer guidance, advice and expertise for tackling the challenges and pain points around implementing the FRTB regulation.


ESG Handbook 2021

A-Team Group’s ESG Handbook 2021 is a ‘must read’ for all capital markets participants, data vendors and solutions providers involved in Environmental, Social and Governance (ESG) investing and product development. It includes extensive coverage of all elements of ESG, from an initial definition and why ESG is important, to existing and emerging regulations, data challenges...