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August 15, 2019

Tiller Technologies to offer wealth management platform to Point Group clients

By James Crawley

Tiller Technologies has signed a partnership with Point Group, a London-based financial services consultancy.

The partnership will see Tiller provide Point Group clients with a white-labelled version of its WealthXcel digital platform.

Tiller Group was founded in 2016 as a wealthtech firm, of which WealthXcel is the flagship product.

This platform uses various modules to service wealth managers in the different stages of the client journey in wealth management, with tools such as fully digitised onboarding solution and integrated relationship management software.

Tiller Group CEO and co-founder, Ian Cadby, says: “We are honoured to have this level of endorsement by such an innovative consultancy.

“We look forward to working with John and the team, who recognise that leading technology is a must for the continued success of the wealth management sector.”

“Tiller’s digital platform is amongst the best we have seen in the market for a large and important part of our client base,” adds John Elder, chair of the Point Group.

“The team at Tiller have spent over two and a half years building an award-winning solution, operated by an FCA-authorised firm, and we are delighted to be able to offer it to our clients.

“With their 30 something years of experience, they have ensured that our clients’ clients are at the heart of their service – something which we place the utmost importance”.

Point Group was founded in 2017 and tailors its technological and consultancy offering to private banks, family offices, asset and wealth managers.

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