Request a demo

Our Solutions

Our suite of technology solutions spans the wealth journey. The offerings work independently or together, delivering seamless connectivity and flexible, integrated experiences that meaningfully impact your business.

Why Choose Us?

With decades of experience serving a marquee client base, our powerful technology is proven to scale with you. We partner closely with you to deliver the solutions you need, and we’re relentless in our pursuit of new,  industry-leading technology to continue to serve you better. 

Tegra118

Advice Solutions

Support and scale all the services that advisors need. Tegra118 Advice is a flexible, front-office solution helping advisors at every step: creating holistic, goals-based plans, simulating retirement income scenarios, executing against personalized plans, and simplifying workflow and practice management.

Learn more

Tegra118

Portfolio Solutions

A powerful portfolio management and trading solution that’s highly customizable, easily scalable, and built for the front, middle and back office. We streamline the entire portfolio management process – from account opening to trade execution to reconciliation – so you can easily manage portfolios, tailor and analyze risk, identify tax efficiencies, enhance trade routing and execution, and manage and distribute model portfolios at scale.

Learn more

Tegra118

Operations Solutions

Our middle- and back-office portfolio accounting solution was built with investment managers, traders, and operations teams in mind. Easily automate sleeve and tax lot accounting, reconcile trades efficiently and securely, consolidate investment data for analysis and reporting, and minimize operational risk with Tegra118 Operations.

Learn more

Tegra118

Tools

Tegra118 Tools offers comprehensive cloud-based billing, revenue management, and reporting solutions that increase transparency and reduce revenue leakage across complex back-office operations. This sophisticated set of solutions improves revenue management across the entire post-trade process – from trade capture to settlement confirmation – and it helps you streamline billing operations, generate comprehensive reporting, and keep up with growing complexity and scale operations with ease.

Learn more

Tegra118

Intelligence Solutions

Tegra118 Intelligence Solutions work across our integrated, end-to-end platform to bring you deep, meaningful insights in a user-friendly way. Easily sync and leverage data across the enterprise, unlock real-time insights, and identify business opportunities with a modern forecasting and insights solution suite for advisors, investment managers, traders, and operations teams. 

Learn more