Solution for Financial Advisors

WealthSpectrum can be configured as integrated portfolio management and client reporting application for Financial Advisors.

WealthSpectrum provides flexible implementation options and can be configured to suite your needs:

• Support extensive security types - stocks, futures and options, mutual funds, fixed income alternative investments and held away managed accounts (third party)
• Data interfaces and reconciltion
• Comprehensive client reporting across asset classes and investments

Features

• Portfolio Accounting
• Performance Measurement
• Portfolio Customization Tools
• Pool Operation and Block Trades
• Trade Order Management
• Portfolio Monitoring and Alerts
• Fees and Billing
• Client Reporting
• MIS Reports
• Data Interface Framework

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