Investment Portfolio Management

Optimizing Returns Through Technology Investment portfolio management software helps wealth managers, financial advisors and brokerages efficiently oversee clients' investment portfolios. It automates processes like trade execution, performance reporting, risk management and rebalancing.

Wealth Management

Centrally manage high-value portfolios across accounts, automating workflow from personalized goals-based planning and asset allocation to ongoing supervisor, rebalancing, trading and customized reporting tailored for high-net-worth clients.

Robo-Advising

Employ APIs to ingest client risk profiles then algorithmically construct, implement and automatically rebalance low-cost ETF portfolios without human intervention, lowering barriers and increasing access to affordable investment services.

Financial Planning

Run simulations modeling portfolio performance under different economic scenarios to optimize tax efficiency, visualize impact of asset withdrawals on retirement balances, and refine recommendations holistically.

Compliance Monitoring

Automate sophisticated rule-based checks that individual portfolios and aggregate book compositions satisfy complex regulatory, prospectus or mandate constraints for different customer segments in real-time.

Case study 1

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Go to Use Case Title

What Are the Advantages You Should Expect?

Automation

Streamline repetitive processes from complex trading and rebalancing to standardized reporting using workflows and approvals, freeing up advisors for high-value client services.

Scalability

Efficiently manage high volumes of individual or small accounts across distributed teams through unified data models, pre-configured templates and rules-based automation.

Customization

Segment clients and tailor goals-aligned asset mixes, communications and ongoing relationship management drawing from rich customer profiling and preferences data.

Visibility

Consolidate performance transparency, attribute drivers and historical analytics across accounts, advisors and asset classes through dashboard views against benchmarks.

Investment Portfolio Management

Optimizing Returns Through Technology Investment portfolio management software helps wealth managers, financial advisors and brokerages efficiently oversee clients' investment portfolios. It automates processes like trade execution, performance reporting, risk management and rebalancing.

Case study 1

Go to Use Case Title

What Are the Advantages You Should Expect?

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