Solution introduction
The digital wealth management client app provides instant, anytime, anywhere portfolio monitoring and keeps investors in touch with their wealth
Clients require greater involvement in the management of their investments. Wealth managers are striving to do more with less. Online portfolio monitoring—the win-win solution
Clients want to be close to their capital
Investors’ expectations of financial institutions are being shaped by their interactions with digitally-optimised businesses in other industries where direct, 24/7 access, via any device, are givens. Information must be complete, organised, well presented and capable of being interrogated. Being able to filter and interact with data empowers those investors who prefer to make their own decisions.
JHC Xenon (Xenon) enables wealth managers to exceed those client expectations.
Bringing data to life
Xenon is a hosted, client-facing portfolio monitoring tool. The Xenon app enables investors to view their portfolio instantly from their phone, tablet or desktop. Starting with a 360-degree overview of their portfolio, clients can drill-down to view and interrogate its component parts. Rather than being presented with a collection of raw numbers, Xenon transforms dull analytics into engaging charts, diagrams and graphics.
