NZXWT adds another advisory firm to its platform.
Sunday, March 17th 2024, 4:26PM
Auckland-based wealth management firm Multiply is partnering with NZX Wealth Technologies (NZXWT) to accelerate its growth.
Multiply managing director Thomas Salmen says NZXWT’s platform fits perfectly with the needs of its business and those of its clients, emphasising the importance of leading with technology in providing a competitive edge to their business.
“Our clients, many of whom are young and tech-savvy, seek a modern and digital investment experience,” Salmen says.
“Leveraging modern technology means we can offer an easy and sleek onboarding experience for new investors. NZXWT’s investor portal brings a transparent, holistic and clear view of holdings, performance metrics and tax reporting.”
NZXWT chief executive Lisa Turnbull says “it is exciting to support Multiply in their commitment to provide a modern and digitally driven wealth management service. Our local team ensures a strong cultural fit, delivering responsive and personalised support that aligns with Multiply’s advisory services goals and growth ambitions.”
Salmen says “NZXWT’s platform will improve operational efficiencies through automation of vital processes such as rebalancing, trading, compliance checks and proactive issue management. It will also simplify tax reporting, providing a seamless and efficient process for both our clients and our internal operations.”
“NZXWT’s technology and client-first service mindset align seamlessly with our mission to provide a tailored advisory experience with fast response times. Access to modern tools flows through to our end investors – improving their experience. Outsourcing wealth administration to NZXWT allows us to stay focused on building resilient wealth for our clients spanning professionals, executives, business owners, independently wealthy individuals, and families.
Special Offers
Comments from our readers
No comments yet
Sign In to add your comment
