Wealth management fintech firm JHC Systems’ (JHC) digital dashboard for instant 360-degree portfolio monitoring, risk analysis and ongoing compliance checking, JHC Neon (Neon) is now available in the Eikon App Studio.
Amer Attar, JHC’s Head of Alliances, says that Neon’s fit with Eikon is “about as perfect as could be”.
The Neon App automatically aggregates and scans every portfolio, for every client, every night across the entire firm. Information is presented in highly customisable and graphically-rich, role-based dashboard views. A cryptographically-secure product, Neon transforms opaque data into charts, diagrams and graphics that managers, and their clients, can relate to – and view at any time, on any device. Not only does Neon open the way for automation and greater personalisation across a changing, global wealth management landscape, it also provides a deeper understanding of clients’ needs. Neon gives managers more time to engage with clients, improve relationships and reveals opportunities to increase assets under management.
Attar continues “with Neon, compliance, risk and senior management are able to scrutinise behaviours and responsiveness of individuals, teams and branches and view the overall DNA of firms’ performance – taking whatever corrective action may be necessary without delay and with confidence.”
Alberto Velasco (pictured), Head of Wealth Management Propositions, EMEA at Thomson Reuters, adds: “Neon will be a valuable solution to financial institutions and their clients. By providing instant, clear and unambiguous portfolio monitoring information, via an intuitive dashboard, Neon can substantially improve advisors’ productivity. With more time to engage with clients, and having all the facts the advisor needs at his or her fingertips, firms can elevate their standards of service and enhance the client/advisor relationship.”