Chilton Trust Co. has partnered with InvestCloud to bolster its digital capabilities for its U.S. clients.
The supporting smartphone app delivered by InvestCloud allows clients to interact with their wealth at any time, from any place and on any device. Chilton Trust selected InvestCloud due to the platform's scalability and flexibility.
“A successful digital platform needs to serve not just today's pain points, but ones we will encounter tomorrow,” said Josh Rosen, Senior Vice President at Chilton Trust. “InvestCloud is the answer. It tied in perfectly with our digital strategy, creating a mobile-centric, transparent digital platform that keeps us connected to our investors and helps us build stronger relationships. The fact we are seeing dramatically increasing and repeated logins proves the platform's worth for the business.”
Chilton Trust is an independent, privately owned wealth management company, with more than $4 billion of assets under advisement. It provides wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments and institutions. The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.