Yovich & Co Wealth goes live on NZX Wealth Technologies platform

The project, which went live on 25 September, took four months to complete, encompassing a  comprehensive data and asset migration, as well as business transformation and platform functionality  development. 

Yovich & Co Director and Financial Adviser Jarrod Goodall says NZX Wealth Technologies had enabled  them to successfully transform their operating model. 

“We now have a framework fit for the future that delivers a modern, efficient, and robust experience. By  automating our wealth administration, we can stay fully focused on what our clients value the most:  delivering personalised financial advice to drive positive investment outcomes with a growth mindset,” Mr  Goodall says.

“The NZX Wealth Technologies platform gives us the scale to expand the business without worrying  about operational bottlenecks or limitations in terms of asset classes we can support.”