PropertyJun 30 2014

IFDS launches D2C portal for Castle Trust

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International Financial Data Services has launched a direct-to-consumer online offering for Castle Trust Capital Management.

The new portal offers retail investors secure, online access to Castle Trust’s range of investment products and uses white-labelled technology provided by IFDS.

Investments can be maintained securely and freely on a 24/7 basis as a result of the new D2C proposition. Secure messaging capabilities are linked directly to Castle Trusts’s service centre.

The new portal is designed to address the increasing trend towards mobile usage and is comparable with traditional desktop computers, laptops and tablets.

It has an online document store to allow investors to transact directly through the portal and retrieve paperless statements, as well as straight-through-processing functionality. This combination is aimed at reducing operational costs for asset managers and mitigating risk.

Paul Roberts, chief executive of funds at IFDS, said: “We believe the IFDS investor portal facilitates a greater interaction between our clients and their customers.

“The D2C market represents a significant opportunity for our clients and we’re delighted to extend the range of services we provide to Castle Trust.”

Housas, Castle Trust’s investment products, provide investors with a “unique” way to access the residential housing market.

All Housas either track or outperform the Halifax House Price Index, which derived from the mortgage data of the UK’s largest mortgage lender, provides a “robust and representative measure of UK house prices”.

Tony Pauley, chief executive at Castle Trust, said: “We are pleased to offer our range of Housa products online to private investors.

“The IFDS investor portal provides a much more efficient investment process and greatly enhances customer experience.”