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Jarvis Investment Management to offer JHC Neon digital portfolio monitoring tool


Jarvis Investment Management (Jarvis) is expanding its relationship with wealth management fintech firm JHC by offering digital portfolio monitoring tool JHC Neon (Neon) to its clients.

The extended partnership is driven by growing industry demand for modern, intuitive and efficiency-generating digital tools. Additionally, Neon’s institutional-grade risk management technology is seen as a key differentiator for firms eager to remain competitive whilst meeting regulatory requirements.

Jarvis provides stockbroker execution services, and has been in partnership with JHC for over 20 years. Neon provides a digital dashboard, offering access to clear, transparent analytics that can be accessed across all devices and understood by key investment personnel. Jarvis will feed data into Neon, via Figaro.

Nick Crabb, Business Client Services Director at Jarvis, says: “There’s a gap in the market for a digital dashboard, which shows managers the state of affairs across their entire book of business. Neon fills this gap which is why we were so keen to extend our partnership with JHC. Neon’s instant portfolio monitoring, risk analysis, and ongoing compliance checking offers huge benefits, not only from a regulatory perspective but for client engagement too.”

Edward Lopez, Chief Revenue Officer, at JHC, adds: “Industry players including wealth managers and platform providers, such as Jarvis, need key differentiators in order to win and retain business in this highly competitive market. Offering an industry leading digital product like Neon accomplishes both and delivers a much higher level of insight and transparency to wealth managers and their end investors. This partnership will give Jarvis a competitive advantage over other platform providers and sets an industry standard to provide sophisticated and scalable solutions to wealth managers and their end investors.”

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