Business introduction
Securities and cash platform for wealth management
Front-to-back software platform available by modules for private banks, wealth managers and asset managers. Trusted by 30+ financial institutions across Europe
4TPM is an independent software company 100% focused on securities and cash operations for the wealth management industry. Founded in 1997 and owned by its leadership team, we build a modular front-to-back platform covering portfolio management, order execution, securities back office and payments. Our solutions are used every day by more than 500 portfolio managers. 4TPM solutions supports over 5 million portfolios and around €150 billion in securities assets across 30+ financial institutions, including ProCapital, Allianz Bank, SwissLife, Keytrade Bank and Milleis Banque Privée.
4TPM Solutions
MEGALITHE
MEGALITHE is 4TPM's securities back office platform. Connected to a global custodian, it manages multi-asset portfolios, corporate actions, reconciliation and account transfers for private banks and wealth managers. The platform covers equities, funds and listed derivatives, with a full corporate-action lifecycle, automated reconciliation against the custodian and real-time accounting. Granular permissions,......
business needs
view solutionPATIO
PATIO is 4TPM's front office suite for securities, available by module. It brings together a Portfolio Management System, an Order Management System and an online brokerage portal in a single integrated environment. Portfolio managers and trading desks use PATIO to model portfolios, generate block orders, route in full STP and......
business needs
view solutionPROSPER
PROSPER is 4TPM's white-label platform for workplace savings and retirement plans. It helps insurers, bancassurers and distributors launch and operate retirement offerings without rebuilding their core systems. Plan rules, funding sources, contribution limits, employer matching and tax treatment are configured in a single rules engine, with dedicated portals for distributors, employers......
business needs
- Client Engagement & Management
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
