UK Enterprise 2020

251 | UK Enterprise Awards 2020 and when specifically required. When the three aspects are combined, it creates an enormously powerful resource. What the team is able to offer businesses is a unique way forward that reduces costs at every level. The software solutions that Tiller offers allow business leaders to focus on what matters most: their business. At every stage, from onboarding to portfolio management, Tiller has a solution that can make the process much more straightforward. It’s the secret behind the firm’s extraordinary success and how they have been able to thrive in a rapidly evolving marketplace. Company: Tiller Technologies Name: Jonathan Wauton Web Address: www.tillertech.com Jul20170 Most Innovative Wealth Management Fintech Company 2020 The world of wealth management is changing. Technology has revolutionised the way in which the entire sector works, and will continue to drive forward new ways of working. The team at Tiller Technologies operate on the front line, building software solutions for regulated businesses. Their work allows these firms to evolve, grow and thrive in the marketplace. We turn our attention to the company to find out more. Regulated businesses face an enormous challenge as the world changes around them with an evolving landscape of regulation and customer expectations – now significantly so since COVID-19. It’s a difficult environment in which to trade and grow. Tiller designs and builds innovative technology solutions to help businesses around the world overcome these challenges. Built by a team of enthusiasts, software engineers, compliance experts and entrepreneurs, Tiller has already made an incredible impact on how regulated business can function today. Their combined experience of over 30 years in capital markets gives the team a unique perspective on the way in which business must run, and has given them a passion or ensuring that investment business especially have the necessary cutting-edge software to allow them to innovate. The flagship product that Tiller has produced is WealthXcel, the name given to the suite of software modules that have been produced. These modules offer firms impressive out-the-box solutions that can revolutionise the process of tackling business problems. Each module can be used by itself or as part of a greater whole wherein an end-to-end journey is created. The flexibility of the service that Tiller provides is its biggest strength. WealthXcel is made of three different modules, each offering their own benefits to businesses in the UK and beyond. WealthXcel Onboard is designed to act as an automated digital client for onboarding. Instead of having an array of different paper processes, one single digital workflow is provided to allow clients to join with ease. This has been done using a variety of sophisticated techniques, such as biometric ID apps which allow clients to do much of the work themselves and a powerful dashboard which allows them to access an impressive amount of information from a single interface segment by client or organisation. WealthXcel Connect and WealthXcel Construct have the potential to play a similarly important role in the way that a business operates. Put simply, WealthXcel Connect is a flexible plug and play white-label investment platform, designed to be fully integrated with a client’s front-end branding. Using this particular Tiller solution massively speeds up the process of going to market, while ensuring a smooth operation from a reliable provider. The final aspect of the WealthXcel suite, WealthXcel Construct, is a bridge between model portfolios and bespoke discretionary portfolios. Designed to monitor and adjust for model portfolios with optional risk and suitability reporting, the team have been able to deliver the key benefits of blending any non-model assets with model portfolios, creating risk reports automatically