Intelligence Solutions

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

Benefits

Leverage data fabric for business process management, analytics and business event processing
Enable and expand capabilities for digital investors, home offices, and advisors using APIs and integration
Simplify and industrialize solutions to offer capabilities as a service
Create an experience that is cost-effective, scalable and delivered on the cloud

Features

Tools to inform advisors of past client interactions across all channels and business processes
360-degree insights for advisors into their existing and prospective client needs
Benchmarks for managers on their usage across advisors
Analytics on model usage across channels
Benchmarks for independent RIAs across their peer group

"We are partnering closely with the Motive Partners team, and together, have a shared vision and a relentless mindset to create the platform of the future and reimagine the way the world interacts with wealth."

Cheryl Nash, CEO, Tegra118

Intelligence Solutions

Benefits

Features

Tools to inform advisors of past client interactions across all channels and business processes

360-degree insights for advisors into their existing and prospective client needs

Benchmarks for managers on their usage across advisors

Analytics on model usage across channels

Benchmarks for independent RIAs across their peer group

"We are partnering closely with the Motive Partners team, and together, have a shared vision and a relentless mindset to create the platform of the future and reimagine the way the world interacts with wealth."