FNZ, as recently reported in the press, have acquired JHC systems, a London-based wealth management platform software provider. JHC systems provide a core technology platform to numerous wealth management providers across the UK, administering £160 billion in assets, the Figaro software platform.
Dunstan Thomas have integrated Integro CX portal and dashboard technology onto Figaro for clients in the wealth management market. Clients using Integro CX over Figaro have access to award winning functionality with a wide range of user roles, configurable applications and data components, each delivered in a scalable, flexible manner.
Integro CX, formerly Adaptive Portal, has been designed to provide exceptional user experiences, offering users information in an insightful and engaging way. Crucially, Integro CX offers a suite of ready-to-use plug-ins, which allow integration with third-party document storage systems, systems for application of products and advice charges, policy administration systems and illustration engines.
Dunstan Thomas chief innovations officer Andrew Martin said:
"Dunstan Thomas recognises that to help wealth managers, providers and platforms on their digital journeys, we need to enable them to build and easily maintain fully-integrated customer journeys as well as ensuring regulatory-required reporting documents, updates, warnings and prompts are available to pre-authorised individuals at a moment's notice."
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