Business introduction
Remove repetition. Reduce risk. Release potential
Tikker is on a mission to create a fully integrated wealth management ecosystem where multi-platform operations are automated, secure, and consistently aligned to regulatory expectations
Enabling safer, fairer outcomes for retail investors, and freeing up investment teams to focus on performance, not process.
- First and only UK FinTech with multi-platform rebalance automation for DFMs.
- Built with DFM collaboration; live in production.
- Built to ISO27001/9001 standards; secure private-cloud deployment model.
- Digitally enhanced checks and complete audit trail.
Tikker Solutions
Portfolio Rebalance Manager
Model portfolio rebalancing - one of the most frequent and critical tasks for DFMs - requires thousands of repetitive, error-prone manual updates across multiple platforms. This creates operational risk, regulatory exposure, a heavy cost burden, and inconsistent client outcomes from a best execution perspective. Tikker solves this with its Portfolio Rebalance......
