HC Digital Wealth Solutions Blog

Foster Denovo

Foster Denovo: Clearview Platform

Foster Denovo has launched its Clearview platform, developed in partnership with HC Digital Wealth Solutions (HCDWS) and our technology partner Third Financial. Clearview offers bespoke functionality for its investment platform for advisers. Partners and...

third financial - tercero

Tercero from Third Financial

HC DWS has partnered with the developers of the acclaimed Tercero Wealth Management software solution. Third Financial is a company whose sole focus is the UK Investment Management sector. Tercero is their state of...

verbatim

Verbatim Model Portfolios

HC Digital Wealth Solutions (HCDWS) successfully assumed the Discretionary Investment Management mandate for a range of Verbatim model portfolios in the Autumn of 2017. The portfolios were transferred onto the Tercero Platform in conjunction...

refreshing approach

Launching a Refreshing Approach to Investment

Advised platforms have evolved substantially since their advent in the early 2000s as fund supermarkets. The benefits to each of the parties – adviser, asset manager and client have ensured that Advised platforms have...