Scale your investment operations and elevate the client experience.
Streamline your entire investment lifecycle through automated portfolio construction, seamless multi-custodial reconciliation, and dynamic rebalancing—all powered by a single, unified wealth platform.
The Strategic Imperative
Operational complexity shouldn't bottleneck your growth
As market volatility increases and clients demand hyper-personalized investment strategies, wealth managers cannot afford to waste time on manual portfolio administration. A true turnkey solution replaces fragmented systems with automated investment operations. By unifying trading, billing, and reporting into a single workflows engine, you can shift your focus from back-office logistics to scaling client relationships.
Core Capabilities
A unified wealth platform for the full investment lifecycle
Automated model management and rebalancing
Construct, deploy, and maintain sophisticated investment strategies across your entire book of business without the manual overhead.
Streamlined Model Building
Easily build and manage multi-asset class models, unified managed accounts (UMAs), and custom index strategies.
Tactical Rebalancing
Execute drift-monitoring and tax-efficient rebalancing across thousands of accounts simultaneously with a single click.
Tax-Loss Harvesting
Automatically identify and capitalize on tax-loss harvesting opportunities daily to maximize after-tax returns for clients.
Unified multi-custodial data aggregation
Eliminate manual data entry and fragmented views by centralizing data from all major custodians into a single source of truth.
Direct Custodial Feeds
Automatically reconcile daily transaction, position, and cash balance data from multiple custodians seamlessly.
Data Enrichment & Cleaning
Transform disparate custodial data formats into clean, normalized data ready for immediate reporting and analysis.
Real-Time Cash Monitoring
Track cash drag and processing requirements in real time to ensure optimal portfolio deployment.
White-labeled performance reporting and insights
Deliver clear, compelling financial narratives to your clients with intuitive dashboard configurations and automated report generation.
Dynamic Client Portals
Provide clients with secure, interactive access to their performance, asset allocation, and transaction histories.
Flexible Performance Metrics
Calculate time-weighted (TWR) and money-weighted (MWR) returns net of fees instantly.
On-Demand Report Generation
Produce institutional-grade quarterly performance packages in minutes, fully branded to your firm.
Integrated billing and revenue optimization
Accelerate your firm’s cash flow by replacing complex spreadsheet-based billing with automated, compliant fee calculations.
Flexible Fee Structuring
Support tiered, flat, performance-based, or average-daily-balance billing structures effortlessly.
Automated Direct Debiting
Generate clear, custodian-ready upload files for direct fee debiting to eliminate administrative delays.
Audit-Ready Tracking
Maintain a transparent, time-stamped log of all fee calculations to simplify compliance and SEC reviews.
Flexible & Embedded Operations
Built to integrate and stay compliant
Open API and ecosystem integration
Connect your turnkey portfolio management workflows directly to your existing CRM, financial planning software, and risk analytics tools to eliminate operational silos.
Compliant trading guardrails
Embed compliance and account-specific restrictions directly into your trading workflows. Prevent unauthorized trades, respect client-imposed security exclusions, and maintain pre-defined risk profiles automatically.
Business Value & ROI
From back-office burden to firm-wide leverage
| Portfolio Challenge | The Turnkey Solution | Strategic Impact |
|---|---|---|
| Manual Account Rebalancing | Automated Trade Execution Engines | Scale Assets Under Management (AUM) per Advisor |
| Fragmented Custodial Data | Automated Daily Reconciliation | Eradicated Data Silos & Human Errors |
| Slow Quarterly Reporting | White-Labeled Performance Engines | Elevated Client Retention & Fast Delivery |
| Complex Billing Workflows | Automated Fee Calculation Engine | Accelerated Cash Flow & Audit Readiness |
FAQ
Frequently Asked Questions
What is a Turnkey Asset Management Program (TAMP) versus a Turnkey Portfolio Management Solution?
A traditional TAMP provides both the technology platform and the third-party investment models or outsourced managers. Our Turnkey Portfolio Management Solution provides the complete operational and technological infrastructure—including trading, billing, and reporting—while giving you the absolute flexibility to run your own proprietary models or integrate preferred third-party strategists.
How does the platform handle tax-efficient investing for high-net-worth clients?
The platform features automated householding, allowing you to manage and rebalance portfolios across multiple related accounts to maximize tax efficiency. It continuously monitors for tax-loss harvesting opportunities and enforces location optimization rules (e.g., placing tax-inefficient assets in tax-deferred accounts).
The Road to Operational Scale Starts Here
