Four Compelling Insights: Connecting, Communicating, Leading and Learning through Crisis
By Cheryl Nash, CEO, Tegra118 If you told me back in January 2020 how much our world would change by mid-year,
Unified Managed Accounts (UMAs) as Platform Consolidators: Seven Best Practices
By Richard Keltner, CFA and Director, Product Management, Tegra118 Wealth management firms are using a variety of solutions to consolidate multiple
Retirement Income: Enriching Advisor-Investor Conversations with Technology
The conversation about retirement is changing and redefining financial planning. Market volatility has highlighted the need for safe and secure
About Tegra118
Tegra118 is a leader in wealth and asset management technology. We bring a unique perspective, anchored in decades of expertise and proven, mission-critical solutions. Together with our clients, we’re setting a new standard for how people interact with, manage, and grow their wealth.
Who we serve
Our flexible, end-to-end technology makes us the go-to partner across the wealth and asset management industry. We’ll always work collaboratively to understand your needs and proactively address them.
Broker-Dealers
Simplify your wealth technology with a single platform that delivers a unified experience from front to back office for all managed accounts. Reduce total cost of ownership and operational inefficiencies while giving advisors more time to engage clients and build business.
Asset Managers
Easily access our vast network of broker-dealers and custodians, distribution channels, and a more efficient solution for trading and model management – all in one secure, scalable platform.
Registered Investment Advisors
Attract and retain top advisor talent with the tools they need to better serve clients and grow their business. Experience our unified portfolio management platform and tools for goals-based advice and retirement income on a seamless, user-friendly interface.
Turnkey Asset Management Program Providers (TAMP)
Our portfolio management and back-office technology is both highly modular and end-to-end. It’s powerful, easily integrated, and able to scale with your business to deliver a best-in-class experience.
Global Custodians
Protect your bottom line and stay ahead of changing regulations and client demands. Our complete revenue management solution streamlines complex fee and account structures, and our post-trade process solution lets you manage trade capture and settlement confirmation through real time messaging.
Why choose us
Innovation built around your needs
Our unique perspective comes from deep expertise and a broader view of the fintech space. We push the boundaries of what’s expected in wealth management and help you to stay ahead of change.
Vast network and integrated, seamless experiences
With 120+ asset managers, 20+ broker-dealers, and 60+ custodial and trading interfaces in our network, our integrated platform delivers more connected, seamless experiences that help you and your advisors better serve your investors.
Scalable technology that grows with you
Our proven, mission-critical technology is built for scale, growing with you and your advisors and setting you up for success, today and into the future.
Our Solutions
Advice
A flexible, front-office solution to support and scale the services advisors need, including holistic, goals-based planning; retirement income solutions; and onboarding tools that improve workflow and practice management
Portfolio
A critical portfolio management and trading solution for advisors, investment managers, and operations teams that makes it easy to scale complex, middle-office operations and realize efficiencies in the management and distribution of model portfolios
Operations
A middle- and back-office portfolio accounting solution that helps home office and investment management operations teams automate sleeve and tax lot accounting, reconcile trades efficiently and securely, and minimize operational risk
Tools
A comprehensive billing, revenue management, and reporting solution that improves transparency and reduces revenue leakage across complex back-office operations. Easily manage the entire post-trade process from trade capture to settlement confirmation
Intelligence
A forecasting and insights solution built for the advisor, investment manager, trader, and operations teams, helping them better leverage data to unlock real-time insights and identify business opportunities
