Tiller launches Tiller Technologies Limited

Tiller launches Tiller Technologies Limited

London, 2 July 2019 – Digital wealth management platform provider, Tiller Group (Tiller), has ramped up its focus on the wealth management and private banking market with the founding of a dedicated business, Tiller Technologies Limited. 

On its website, launched today, the company outlines how its digital wealth management platform, WealthXcel, enables wealth firms to vastly improve their internal efficiencies and client experience alongside their current systems.

Tiller’s founders, Ian Cadby & Jonathan Wauton, are experienced investment professionals who have each spent over 30 years in the capital markets industry. Most recently they worked together at investment manager, Ermitage, where they built sophisticated investment systems to successfully manage institutional portfolios including California government pension scheme CalPERS.

Tiller took over two years to develop WealthXcel, perfecting the client journey and ensuring the breadth and depth of its functionality and user experience reflected the complex needs of HNW clients. The Tiller team combines decades of experience across the wealth management sector, including technology, investments, operations and compliance.

Tiller’s WealthXcel solution offers: the latest bio-metric onboarding technology; advanced portfolio construction & management capabilities; and real-time, on-demand client reporting. It has purposefully been designed in modular form so that it can be tailored to work with an organisation’s existing technology. Its various components can be white-labelled, customised and integrated to an institution’s prevailing infrastructure at a fraction of the cost it takes to build inhouse.

Ian Cadby, Chief Executive Officer & Co-Founder of Tiller Group:

“When we founded Tiller, it struck us that the industry was crying out for state-of-the-art digital solutions, from customer onboarding to sophisticated investment management and online client reporting capabilities, all of which can be very expensive to build inhouse. Crucially, we built WealthXcel from the view of the end client, allowing for a premium solution. Firms are feeling the pressure of regulations such as MiFID II and GDPR which are impacting companies’ bottom lines. The costs of meeting the regulatory requirements has meant the number of unprofitable clients has increased significantly. Wealth managers and private banks need systems to keep costs down and improve compliance by eradicating errors, and to meet their obligatory reporting requirements.”



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Notes to Editors: 

WealthXcel by Tiller Group 

Launched in 2018, Tiller is a wealthtech firm founded by Ian Cadby and Jonathan Wauton who each have over 30 years’ investment experience. Tiller’s digital wealth management platform, WealthXcel, was created by wealth managers, for wealth managers. It is the only bespoke digital wealth management solution offering back office, middle office and client facing technology aimed at wealth managers and their clients, improving user engagement, internal efficiency and reducing regulatory burden. 

WealthXcel’s edge is that it was designed specifically for the end clients of wealth managers. Its functionality effortlessly brings together the wealth management process under one digital umbrella, from onboarding to managing investment portfolios, to client reporting and account management. 

Tiller’s proprietary technology enables WealthXcel to be seamlessly white labelled with any brand. Tiller’s institutional partners include private banks, wealth managers, insurers, asset managers and financial advisers.