OpenWealth® provides an efficient end-to-end solution for wealth managers and financial advisors, allowing you to focus on raising and managing investor assets instead of administrative processing. Whether an independent RIA, broker/dealer, bank or insurance company, OpenWealth provides a key to client satisfaction and enhanced profitability.

OpenWealth’s advanced capabilities deliver to wealth managers a single platform that integrates investor suitability, account management, portfolio management, rebalancing, trading, pre-trade compliance management and more. With a flexible, web-based modular architecture, OpenWealth can be customized to meet a wealth manager’s needs — either defined by the firm or the individual financial advisor