What is the difference
Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

How does it work
Wealth Management Infrastructure in a Box comprises a five layered platform architecture:

• Aggregate - Our portfolio management software provides highly reliable data aggregation to connect to 50+ banks and brokers, standardize and harmonize data and make it available in one place for investment analysis and private wealth management
• Transact - Our platform features an order management system (OMS) to connect to various counter-parties, manage transaction workflows across various asset classes and multiple users within the firm, and manage compliance.
• Analyze - Conduct performance reporting, risk analytics and visualizations of portfolios to help convert data to insights. Decompose performance into decisions and factors.
• Advise - Perform model portfolio management, conduct rebalancing and produce investment policy statements (IPS) in a scalable and compliant way to help clients make informed decisions.
• Engage - With the shift to digital user engagement, wealth managers need to engage with customers digitally while maintaining control and oversight. Our portfolio management platform provides personalized portals and apps.