Connecting to customers’ digital lifestyle
Client from 1993 – One of the UK’s leading wealth managers, founded in 1762, Brewin Dolphin helps clients achieve their ambitions through expert, personalised financial planning and investment management advice. Brewin Dolphin is making good progress with their strategy and investing for the future, having significantly strengthened operations and improved efficiency over recent years.
The successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you.
Objectway supports the implementation of ‘MyBrewin app’, an extension of the wealth manager’s online client portal.Investors have instant access to information about their portfolios, asset allocation and performance both on iPhone and Apple Watch, and Android-based devices.
The app has all the core features of the MyBrewin portal, plus some specific to mobile apps – such as facial and thumbprint recognition – and automatically provides the best user experience on the respective device – tablet, phone or smart watch.
How clients wish to access information is changing and we have developed our client app in response to this. We are strategically committed to technology innovation and offering clients a superior user experience, enabling them to access their portfolios where they want and how they want.
Deliver a client-centric online experience
Offer clients instant access to investment information via mobile devices anytime, anywhere
Guarantee a timely and personalised interaction through an omnichannel digital experience platform for clients
Provide a coherent client experience, natively conceived for the respective device
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £51.4* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of clients including individuals, charities and corporates. Services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. The firm built a network of 33 offices across the UK, Ireland an the Channel Islands, staffed by over 400 qualified investment managers and financial planners.
* At the date of February 2021