Mission:

WealthTechs mission is to exceed our customers' expectations by providing highly effective, value added, software technology & solution platforms to successfully aid our "client-partners" in achieving their goals. In addition to our achieving our client's success, WealthTechs is committed to re-defining the current technology offerings underlying the asset management industry. WealthTechs goal is focused on being the leading provider of cutting edge, open architecture technology, with exceptional client support & services for larger wealth management firms. In support of our client's mission, WealthTechs will provide solutions for, but not limited to:

  • Investment Policy Sensitive Trading & Rebalancing
  • Portfolio Accounting & Performance Measurement
  • Billing & Revenue Management
  • Graphical & Standard Client Reporting
  • Management Reporting & Administration
  • CRM (Customer Relationship Management) Integration
  • Web Portal Technologies For Clients With Real Time Market Valuation
  • Web Based User Interface For The Wealth Management Firm
  • Allocation & Settlement Instruction Routing
  • Daily End of Day Security & Index Pricing
  • Open, Scalable, Compatible, Cost Effective Architecture
  • Business Intelligence for Critical Business Decisions