The London-based wealthtech has struck a deal to offer its digital platform as a white-label service to a financial consultancy.
Wealthtech start-up Tiller has signed a deal to provide access to its digital wealth management platform to financial services consultancy Point Group.
London-based Tiller said it will offer its WealthXcel digital platform as a white-label service to wealth managers at Point Group.
The wealthtech, launched three years ago, said its bespoke platform offers account management, on-demand reporting, automated client onboarding, risk-based portfolio construction and rebalancing.
Tiller said its platform is “built from the ground up” and is “designed specifically for the more demanding clients of wealth managers”. The firm described the agreement as a ‘partnership deal’, without disclosing any financial arrangements.
Tiller co-founder and chief executive Ian Cadby (pictured) said he looked forward to working with Point Group, “who recognise that leading technology is a must for the continued success of the wealth management sector.”
Point Group chairman John Elder added: “The team at Tiller have spent over two and a half years building an award-winning solution, operated by a Financial Conduct Authority-authorised firm, and we are delighted to be able to offer it to our clients.”
London-based Point Group, founded in 2017, said its clients include asset managers, family offices and specialist financial service sector consultants.