Tiller Technologies and Point Group enter technology partnership
London, 15 August 2019 – Tiller Technologies (Tiller), the technology arm of Tiller Group, signs partnership deal with financial services consultancy, Point Group.
Point Group, a leading financial services consultancy, has appointed Tiller as a preferred solutions partner to institutional clients looking to digitalise their wealth management proposition.
As part of the partnership, Tiller will provide a white-labelled version of its WealthXcel digital platform to clients of Point Group. WealthXcel comprises several different modules, including a fully digital client portal for account management and on-demand bespoke reporting, automated client onboarding and risk-based portfolio construction and rebalancing.
Built from the ground up, Tiller’s proprietary technology makes it an ideal partner for institutions, such as private banks and asset managers, looking for an engaging, intuitive and effortless digital solution to meet the demands of their clients. Tiller’s various components can be customised and integrated into an institution’s existing infrastructure.
Ian Cadby, Chief Executive Officer & Co-Founder of Tiller Group:
“We are honoured to have this level of endorsement by such an innovative consultancy. We look forward to working with John and the team, who recognise that leading technology is a must for the continued success of the wealth management sector.”
John Elder, Chair, Point Group:
“Tiller’s digital platform is amongst the best we have seen in the market for a large and important part of our client base. The team at Tiller have spent over two and a half years building an award-winning solution, operated by an FCA-authorised firm, and we are delighted to be able to offer it to our clients. With their 30 something years of experience, they have ensured that our clients’ clients are at the heart of their service – something which we place the utmost importance”.
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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.