IT Services and Solutions for Investment Advisors

Solutions that enable automated aggregation, consolidation, and analysis of multi-source data relevant to investment decisions. They automate asset screening, support investment modeling, and what-if analysis, and can recommend optimal allocations based on investor goals and risk profiles.

Software that offers automated construction, allocation, and rebalancing of multi-asset portfolios. It can include investment order management dashboards and provide integrations with brokers’ and custodians’ systems for automated order submission and trade monitoring.

Software that automates the calculation, forecasting, and reporting of chosen metrics across investor experience, advisory, portfolio management, corporate finance, and risk management areas. Advanced solutions can comprise AI-supported predictive and prescriptive analytics.

Solutions meant to automate the recordkeeping and reporting of investment advisors’ financial transactions according to the required accounting methods (e.g., cash, accrual) and standards (IFRS, local GAAP, etc.). They support rule-based fee calculation and automated investor billing.

Software used to manage interactions with investors, track investment opportunities and deal flows, and coordinate advisory activities across teams. It centralizes investor data and documents and supports automated client onboarding, deal oversight, and reporting workflows.

Digital tools that enable automated generation and distribution of investor reports (portfolio performance statements, holdings reports, fee summaries, etc.). Investment advisors can create tailored report templates for various report types, investor segments, and jurisdictions.

Online platforms that let investors securely access advisory documents and reports and monitor real-time portfolio performance via interactive dashboards. Such solutions offer intuitive investor self-service options across registration, account management, and investment ordering.

Solutions aimed to streamline personal finance, lending, and tax analytics for advisors offering full-range wealth planning services. Users can model tailored savings, retirement, legacy, mortgage, and tax scenarios and auto-convert winning strategies to individual financial plans.

Software that enables real-time monitoring of the investment advisory operations’ compliance with the firm’s internal policies and required regulations (SEC, AML/CFT, local standards, etc.). It automatically spots compliance violations and reports them to risk managers.

Investor-facing solutions that offer algorithmic or AI-supported portfolio design and optimization. They let investment advisory firms expand their client base by introducing affordable assistance to lower-net-worth investors who are not ready to pay for full-scale advisory.