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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.


Improve billing accuracy and revenue integrity: Streamline and automate your billing processes for shorter billing cycles and faster fee collection

Reduce operating costs: Manage operations more efficiently with a single platform for multi-asset and post-trade

Consolidate investment data: Analyze and report investment information at the individual holding, asset class or household level


Revenue Management and Fee Billing

Real-time revenue management: Track revenue, monitor outstanding client balances and report to the general ledger, with the ability to roll up and aggregate as needed. Supports accrual accounting methods for more effective tracking.

Flexible configuration and calculation methodologies: Leverage a robust, flexible calculation engine to handle any type of fee structure, service agreement, currency, exchange rate, invoice format or language.

Invoicing and statements: Streamline invoice and statement generation with automation technology. Access options to utilize out of the box templates or customize to your brand and business.

Revenue forecasting: Create rolling forecasts based on key variables and anticipated business events, such as new business and product offerings, pricing strategies and rate shifts.

Process automation: Centralize disparate sources of information to a single, streamlined platform and leverage a powerful workflow system for more efficient operations.

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Post-trade processing

End-to-end post-trade processing and management: Stay in control, from trade capture to settlement confirmation.

Fully integrated workflow: Our solution interfaces with DTCC, SWIFT, Omgeo, and MarkitSERV.

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Performance management and reporting

High-volume performance calculations: This works for all types of accounts, holding any type of investment vehicle – stocks, bonds, options, futures, cash and derivatives.

Open architecture database: Easily integrate with any firm’s preferred report publishing package.

Performance reporting: Access daily, monthly or segmented monthly performance at multiple user-defined levels for portfolios, households and composites.

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“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