JHC’s App automatically aggregates and scans every portfolio, for every client, every night across the entire firm, the firm said.

“By providing instant, clear and unambiguous portfolio monitoring information, via an intuitive dashboard, Neon can substantially improve advisors’ productivity. With more time to engage with clients, and having all the facts the advisor needs at his or her fingertips, firms can elevate their standards of service and enhance the client/advisor relationship,” Alberto Velasco, head of wealth management propositions, EMEA at Thomson Reuters, said.