London, 27 April 2021 – Tiller Technologies(Tiller), the financial technology firm for the wealth management industry, has partnered with Mattioli Woods plc, the specialist wealth management and asset management business, to provide a streamlined investment solution under one digital interface, from onboarding (including client risk profiling), to portfolio monitoring and client reporting.
Read latest company news, product updates and development of WealthXcel.
Tiller Technologies (Tiller) has been shortlisted for the 2021 WealthBriefing awards for the On-Boarding.
Tiller secures spot on PwC 2021 Wealth Tech Scale Up Programme.
James Penny, Chief Investment Officer at TAM Asset Management, spoke to Tiller about how he and his team use WealthXcel Construct to help them manage their client portfolios more effectively.