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, integrated
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