WealthSmart by TS Imagine is a next-generation web platform built for private banks and tailored to meet the needs of professional clients.

Execution management

• Unified Trading Hub: Trade Equities, Listed Derivatives, Bonds, Structured Products, FX, Precious Metals, Crypto and Mutual Funds.
• FIX & API Enabled: Connect via robust FIX gateways or APIs.
• Bank Integration: Access bank’s SOR’s, broker algorithms, and major order types (e.g. LMT, STP LMT, LOC, MOC, etc).
• Global Instrument Coverage: Gain access to over 20 million instruments with live pricing from 120 global exchanges.
• Watchlists & Charting: AI-powered search and option chains, embedded charting.
• Trade History: Digital audit trail to capture historical record of handling client orders, trades, and transactions across all assets.

Portfolio management and order rebalancing

• Real-Time Portfolio View: Track live unrealized and realized P&L, available cash, and exposure limits.
• Multi-Currency Support: Full currency-aware functionality for accounts total NAV and cash flow management.
• Rebalancing Tools: Manage portfolios by adjusting target weights, target values, or model allocations.

Pre-trade compliance and risk

• Native Risk Tools: Built-in VAR, stress testing, drawdown control and exposure caps.
• Real-Time Checks: Enforce restricted lists such as sanctioned securities, no-shorts sales, price boundaries, boundaries on % of average daily volumes and more.
• Breach Handling: Automatic detection and management of passive and active breaches. Protect the account by
• setting alerts on the entire account value.

Open architecture and seamless integration

• Custodian & Core Banking Integration:
  • Start-of-day / end-of-day positions
  • Order & execution flow via FIX
  • API based Integration with 3rd party platforms, and banks’ proprietary validation engines.
  • Dedicated broker-dealer interface

Web solution designed for

• Private banks
• Wealth managers
• Regional banks
• B2B

Heritage
A pioneer in the development of front and middle office systems, with over 30 years of success in the FinTech space.

Reputation
Trusted by more than 500 institutional clients across financial services from top 10 global banks and asset managers to innovative startups

Platform
Connectivity to an extensive network of brokers & banks, with trading, order and portfolio management tools, real-time risk & margin analytics, and data-asa-service.

Architecture
An award-winning SaaS infrastructure, connected data centers, and FIX network connect financial institutions globally

Support
Over 400 staff in offices located in New York, Montreal, London, Paris, Zurich, Ukraine, Bulgaria, Tokyo, Hong Kong, Singapore and Sydney.

Company
A private limited company managed by seasoned industry professionals backed by a technology-focused private equity firm.

Let WealthSmart power your next generation of digital wealth services. Engineered for speed and efficiency.