Wealth managers work with multiple providers and nonintegrated tools in regard to portfolio management workflow. This leads to inefficient spending and slows down the investment management process by adding error-prone manual operations.
Goals and Objectives
The goal is to provide turnkey online platforms for financial advisors to perform model management, tax optimization, performance reporting, and billing into one seamless workflow. In the long run, these platforms reduce costs related to paying multiple providers and maintaining disparate systems. It also minimizes risk by integrating client data into a single platform.
Portfolio management systems, Execution management systems, Order fulfillment systems, Robotic process automation, Infrastructure as a service
Use Case Summary
Combining trading, tax management, and portfolio management enables advisors to focus on growing the practice versus managing day-to-day trading activities.