NZX Wealth Tech signs up boutique advice firm
Stuart Carlyon has selected NZXWT as a custodial platform partner for its flexible technology and capability to help streamline advisers’ workloads and provide additional client features.
NZXWT chief executive Lisa Turnbull says they are supporting growth with ongoing investment in its platform technology and staffing capability to onboard and service a growing client base.
Stuart Carlyon director Mark Patton says NZXWT has a strong team with talented and experienced people, "...and we know their capability well".
"We see benefit from future platform enhancements which, in turn, will help us continue meeting our ever-evolving business needs and keep our clients happy," Patton says.
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