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Wealth & Asset Management Technology
Give clients and advisers the experience they now expect.
Clients expect to see their portfolio, documents and performance at any time, on any device, and advisers expect tools that remove manual work instead of adding to it.
We design and deliver wealth technology that fits your investment process: analytics your team trusts, reporting clients actually read, and portals that carry your brand.
What is included
Portfolio analytics
Performance, attribution, exposure and risk views built on clean, reconciled data.
Client reporting
Periodic and on-demand reports in your brand, generated automatically and checked before release.
Branded client portals
Secure web and mobile access to holdings, statements, documents and messages.
Adviser workspace
One view of each client: holdings, suitability, notes, tasks and documents.
Workflow automation
Onboarding, rebalancing approvals and document collection without spreadsheets or email chains.
Data integration
Connections to custodians, administrators, market data and your existing systems.
How we work
- 01
Map
Your investment process, data sources and the experience you want clients to have.
- 02
Design
Data model, reports and portal journeys, reviewed with your team.
- 03
Build & integrate
Delivered in short iterations, connected to your custodians and systems.
- 04
Run
Hosting, support, monitoring and continuous improvement.
What you get
- Data and integration architecture
- Analytics dashboards
- Automated client report templates
- Branded client portal (web and mobile)
- Workflow automations
- Support and hosting plan
Questions
Wealth Technology
Do we have to replace our current system?
Usually not. We often build analytics, reporting and portals on top of your existing portfolio management system and replace only what is genuinely holding you back.
Can the portal carry our brand?
Yes. The portal is built in your brand and on your domain, and clients see your name, not ours.
Let's discuss your business needs