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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.

Benefits

Industry leading Managed Account platform: A single account structure for all managed account types (UMA, RPM, RPA, SMA, MFA) provides operational efficiency and simplification throughout the investor life cycle and a better experience for the investor and advisor

The most scalable wealth management platform in the industry: The Tegra118 wealth platform is designed to handle complex, high volume transactions, allowing your firm to scale and grow

Robust trading tools enhance the advisor and home office experience: Users have access to the most sophisticated trading tools necessary to manage multiple managed account programs

Automation reduces manual processes: By reducing manual and redundant processes, optimize integrity of client data, safekeeping records and reporting

Features

  • Portfolio Management and Trading ▶

    Scalable trading efficiencies: Access robust capabilities for trade order generation, drift monitoring/rebalancing, pre-trade compliance, order management tools, trading solutions (block options), overlay management, tax-aware trading, rules-based dashboard monitoring.

    Account maintenance: Streamline portfolio management with one-click access to all relevant account data and decision-support tools.

    Alerts: Easily managed exceptions in the trading workflow, with minimal clicks from account alerts on the user’s dashboard.

    Compliance: See all restrictions that impact accounts – global (firm-wide), semiglobal (program-wide), and individual (at the account level). Improve monitoring, with specific compliance violations by account, and messaging or batch file upload of drift violation data.

    Customization: Deliver a customized interface for each user or group of users based on permissions (show/hide specific options, tools, alerts, account fields or screens) and set dashboard alert parameters. Customize the user experience and branding, while displaying client data in a graphic-enriched format.

    Home office: Achieve home-office oversight across the entire book of business. Create and assign models for specific groups of users (or all users), along with additional home-office permissions or controls for model access and program rules.

  • Model Management and Distribution ▶

    Model hub: Select models from over 300 money managers.

    Models: Model management is tightly integrated with Tegra118 portfolio management and trading tools. Support third-party management of investment models and facilitate communication of model information from managers to sponsors, and model data reporting to program participants.

“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