Investment Management

Multi-asset class portfolio construction, accounting, and model marketplaces.

Multi-currency, time-weighted, and alternative asset return calculations.

Household-level tax-loss harvesting, drift monitoring, and direct indexing.

Safe-keeping of client assets, trade execution, settlement, and tax reporting infrastructure.

Security research, factor analysis, ESG data, proxy voting research, and institutional performance benchmarking.

Turnkey Asset Management Programs for outsourced portfolio construction.

Scenario-based modeling to predict portfolio performance during market shocks.

Digital-first recordkeeping and administration for employer-sponsored retirement plans.

Psychometric profiling and behavioral science tools to align client behavior with portfolio risk capacity.

Automated collection and normalization of financial data from disparate institutions for a holistic client view.

Tools that automate the paperless opening and funding of accounts, repapering, and KYC/AML verification.

API networks and platforms allowing advisors to connect, view, and trade off-platform client accounts.