News

Forbes: Wealth Management Tech In An Age Of Disruption: A Q&A With Tegra118’s CFO

From the need to shore up retirement income to embracing sustainability through environmental, social, and governance (ESG) funds, there are

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News

Tegra118 Partners with Wealth Access to Amplify Digital Experiences for Advisors and Investors

Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning

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Video

Tegra118 Elements Welcome Video: The Future Holds Limitless Possibilities...

Over the last several months, the wealth and asset management industry has been mightily challenged to adapt and transform within

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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.

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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

Tegra118

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

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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

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Tegra118

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 

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Tegra118

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

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Tegra118

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

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Join our team

We’re charting a bold path to a new standard for how people interact with, manage, and grow their wealth. If you’re passionate about changing the status quo, we want to meet you.

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