Heartwood Wealth Management selects InVantage

Investmaster's InVantage wealth management system has been installed by Heartwood Wealth Management to provide cust-omer relationship management (CRM), client reporting, document management, portfolio management, trading and settlement. The London-based wealth management firm with £1 billion under management specialises in investment markets, tax advice, retirement and inheritance planning. According to Investmaster, Heartwood chose the InVantage platform because it provided a single, integr

To continue reading...