Bringing you live news and features since 2006 

Optiva Securities implements JHC Neon

RELATED TOPICS​

Hot on the heels of the news of its purchase by FNZ, wealth management fintech firm, JHC Systems has announced that Optiva Securities is implementing its JHC Neon system. The firm writes that the deal follows JHC’s recently announced partnership which makes Neon available for clients of Jarvis Investment Management.

Optiva Securities is expanding its business to offer discretionary services and says that Neon will be integral to this aim, giving managers a 360- degree view of all their clients. The sophisticated monitoring and risk functionality will provide oversight to ensure that they are always within the mandates agreed by clients, the firm says. 
 
Christian Dennis, CEO at Optiva Securities says: “As we expand our remit it’s crucial to ensure that our monitoring capability is fit to support our ambitions. Neon will allow us to automate processes through a secure, accessible and highly intuitive system. The digital dashboards offer us overall transparency across our portfolios as well as details on individual holdings.” 
 
Optiva Securities is the first client to be signed off the back of JHC’s partnership with Jarvis. A long standing JHC Figaro (Figaro) client, Jarvis expanded its relationship with JHC in May this year by offering digital portfolio monitoring tool Neon to clients. 

 
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 from front- to back-office. 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.” 
 
John Blackman (pictured), CEO at JHC says: “We’re really pleased to sign our first name following our newly announced partnership with Jarvis. Neon is the perfect solution for a firm like Optiva Securities, who will now be able to focus on scaling their business while maintaining incredible oversight and control, from the big picture to the smallest detail.” 
 

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by