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Building Wealth Management Platforms That Turn Data Into Client Success

3x Revenue Growthsnap

From personalized portfolio management to automated risk analysis - without compromising fiduciary responsibilities

Upper slant
The challenge in ultra-high-net-worth relationships lies in orchestrating complex, cross-border structures—family trusts, private holding companies— while ensuring a unified view across generations, entities, and asset classes.
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Impact Across Your Organization

Transforming Every DepartmentMuscle

#investors

  • Real-time portfolio insights
  • Goal-based planning visualization
  • Automated investment rebalancing
  • Comprehensive financial dashboard
  • Tax optimization insights
  • Estate planning tools

#advisors

  • 360° client profile view
  • AI-powered investment analysis
  • Automated portfolio rebalancing
  • Risk assessment tools
  • Client communication platform
  • Performance reporting automation

#operations

  • Automated compliance checks
  • Smart document management
  • Multi-custodian integration
  • Portfolio rebalancing automation
  • Performance analytics
  • Exception handling

#clientsuccess

  • User onboarding automation
  • Training resource management
  • Support ticket analytics
  • Usage pattern tracking
  • Client health scoring
  • Engagement monitoring

#risk

  • Real-time compliance monitoring
  • Automated risk assessment
  • Regulatory reporting
  • Audit trail management
  • Policy enforcement
  • Fiduciary oversight
Slant Section
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Supercharge your investors portfolio

Power
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Empower Your Wealth Management Platform With

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Portfolio Management

  • Multi-asset portfolio tracking
  • Real-time rebalancing
  • Tax-loss harvesting
  • Custom investment strategies
  • Performance attribution
  • Risk-adjusted returns analysis

Client Relationship Management

  • 360° client view
  • Communication automation
  • Document management
  • Client portal
  • Meeting management
  • Client reporting

Investment Analysis

  • Market data integration
  • Technical analysis tools
  • Fundamental analysis
  • Alternative investment tracking
  • ESG scoring
  • Scenario analysis

Risk Management

  • Risk profiling
  • Portfolio stress testing
  • Correlation analysis
  • VaR calculations
  • Liquidity analysis
  • Concentration monitoring

Compliance Management

  • Regulatory reporting
  • Trade surveillance
  • Fiduciary oversight
  • KYC/AML integration
  • Policy management
  • Audit trail tracking

Financial Planning

  • Goal-based planning
  • Retirement modeling
  • Estate planning tools
  • Tax optimization
  • Cash flow analysis
  • Insurance needs analysis

Reporting & Analytics

  • Custom report builder
  • Performance analytics
  • Client insights
  • Business intelligence
  • Regulatory reports
  • Tax reporting

Multi-Custodian Integration

  • Real-time data sync
  • Trade execution
  • Position reconciliation
  • Corporate actions
  • Cash management
  • Fee calculations

Client Experience

  • Mobile-first portal
  • Document sharing
  • Secure messaging
  • Goals tracking
  • Educational content
  • Digital onboarding

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When You've Outgrown Third-Party Platforms

Enterprise Needs, Off-the-Shelf Solutions

  • Limited customization in Envestnet's portfolio management tools
  • Orion's restricted support for complex fee structures
  • Black Diamond's basic reporting lacking custom branding
  • Addepar's inflexible client portal customization
  • Morningstar Office's limited integration capabilities

Missing Modern Wealth Management Demands

  • Basic client portals in Orion lacking personalization
  • Limited goal tracking visualization in Black Diamond
  • Envestnet's restricted mobile capabilities
  • Addepar's basic document sharing system
  • Morningstar's limited client communication tools

Not Built for Scale

  • Manual reconciliation needs in Black Diamond
  • Limited multi-custodian support in Orion
  • Envestnet's restricted custom reporting
  • Addepar's basic workflow automation
  • Morningstar's limited tax optimization tools
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looking for custom platform that is as unique as your brand

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beyond just development

Our Architectural Difference

We go beyond traditional wealth management platforms by focusing on foundational decisions that transform your entire platform:

  • Separation of Concerns: Clean separation between business logic, integrations, and UI means you can change custodians, add investment products, or revamp your client portal without touching other parts
  • Clearly Defined Project Structure: Each feature like portfolio management, reporting, or client communication lives in its own module with standardized interfaces - making it faster to add new features and easier to track down issues when they occur
  • Declarative Paradigm: Complex business rules become simple configurations instead of code. Your team defines what they want, and the system handles the implementation - cutting development time and eliminating logic errors

Our Wealth Management Domain Expertise

Having built platforms for leading wealth management firms and family offices, we understand:

  • Investment Management Architecture: Deep expertise in building systems that handle complex scenarios - from multi-currency portfolio management and alternative investments to tax-loss harvesting and custom investment strategies
  • Client Journey Optimization: Not just portfolio management, but the entire client experience - from goal-setting and financial planning to performance reporting and communication
  • Scalable Infrastructure: Tested patterns for scaling every aspect - from handling market data integration and real-time portfolio updates to managing multi-custodian relationships and regulatory requirements

Frequently asked questions

Initial platform development with essential features typically takes 6-8 months, with additional features rolled out in phases based on business priorities.

Have questions?

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Ready to Build a Wealth Management Platform That Scales With Your Vision?

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book a 30 min
strategy session

Our team brings deep domain expertise and technical excellence to help you navigate the journey from initial architecture to full-scale deployment.

we'll explore:

  • Current platform capabilities assessment
  • Operational efficiency opportunities
  • Technical scaling strategies
  • Success stories from similar providers

Let's talk