InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation


LONDON, InvestCloud, a global leader in wealth technology, announced today that FirstCape, the leading wealth advice and asset management firm in New Zealand, has selected InvestCloud to transform the wealth management experience FirstCape delivers for advisors and their clients. A comprehensive multi-phased digital transformation journey, this technology-forward initiative is geared to redefine how FirstCape delivers financial services, focusing on boosting advisor efficiency and offering a single platform for client engagement, experience, and compliant advice at scale.

FirstCape was formed earlier this year through the consolidation of JBWere NZ, Jarden Wealth, Harbour Asset Management, and BNZ Investment Services to create the premier wealth management advisory and asset management firm serving clients in New Zealand. The new firm, which now boasts more than 120 advisors and over NZ$50bn in assets under management and advice, has embarked on a digital transformation to reimagine its client and advisor e
xperience throughout the entire investment lifecycle.

Source: BERNAMA News Agency

  • malaysiang

    Related Posts

    Invest Selangor Launches the Selangor Lab Partnership Programme

    KUALA LUMPUR, Invest Selangor Berhad announces the launch of the Selangor Lab Partnership Programme, a strategic initiative designed to empower business growth and strengthen stakeholder connections within Selangor’s vibrant life sciences sector.

    Th…

    1MDB Suit: Riza Shahriz Spent US$248 Mln On Real Estate, Gambling

    KUALA LUMPUR, The High Court here was told that Riza Shahriz Abdul Aziz, the stepson of former Prime Minister Datuk Seri Najib Tun Razak, used US$248 million to pay for several purchases, including gambling expenses.

    In 1Malaysia Development Berhad …