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Tegra118 Unified Managed Accounts Support Your Firm

July 10, 2020

Tegra118 Unified Managed Accounts Support Your Firm

July 10, 2020

Unified Managed Accounts delivers precision, efficiency and flexibility for your workflow across multiple managed account programs from a single integrated platform.

Learn more about trends and best practices in Unified Managed Accounts on this video.

Designed to handle complex, high-volume transactions inherent in the managed accounts industry, financial institutions like
yours can boost efficiency by managing multiple products in a single ASP location.
More than 350 wealth management firms currently use Unified Wealth Platform from Tegra118, leveraging the unmatched connectivity of the Tegra118 network to process and maintain more than 2,500 interface flies to major banks, broker-dealers, various back-ofce systems and third-party
vendors. On a daily basis, our systems handle over four million portfolios, hundreds of new account openings and millions of trades.

A Full Range of Integrated Capabilities
Unifed Wealth Platform provides your institution with a comprehensive and integrated solution for managed-account portfolio construction, management, trading, accounting, reconciliation, reporting and model management – all on a single platform. The solution facilitates seamless transition from single- to multi-sleeve programs, simplifying the traing and rebalancing process. Its unique sleeve-level structure with broad asset and product support combines precision with flexibility across multiple managed account programs, assets and products.

A Full Range of Integrated Capabilities
Unified Wealth Platform provides your institution with a comprehensive and integrated solution for managed-account portfolio construction, management, trading, accounting, reconciliation, reporting and model management – all on a single platform. The solution facilitates seamless transition from single- to multi-sleeve programs, simplifying the training and rebalancing process. Its unique sleeve-level structure with broad asset and product support combines precision with flexibility across multiple managed account programs, assets and products.

Model Management
Enable sponsors and managers to create, edit and publish any number of model portfolio strategies within a central repository with audit and tracking. Model Management has a highly intuitive, graphical user interface. Roles-based entitlement grants financial institutions the flexibility to allocate appropriate permissions it for model delivery programs.

Performance and Portfolio Reporting
A spectrum of management information and operational reporting to support financial institutions. Our flexible library of over 400 reports and As of. Views includes management, regulatory, householding, performance, pricing, reconciliation, holdings, transaction and gain/loss. Built-in report writing functionality is customizable and offers the option of branded client statements for alignment with any financial institution’s unique brand requirements.

Billing Services
Invoice on your assets effectively. You can use it to bill in advance or arrears, and setup various billing schedules based on security types, account tiers and calculation types. The system allows for household billing, discounts another standard adjustment processes.

Wealth Management Network
The premier network for the wealth management community. It facilitates real-time connectivity between all market
participants: asset managers, brokerdealers, banks, aggregators and market utilities, as well as advisors, investors and
third-party partners. The network allows for efficient execution of trading, accounting, and portfolio/ model management. Further, it provides access to data, analytics and reporting by connecting all participants, centrally, to make the management of
money easy for financial professionals and accessible to investors.

Learn more about how winners in the wealth management industry navigated the challenges of pandemic in this video.

Perspective - May 29, 2020

A Conversation with Cheryl Nash, Suzanne Siracuse and Burt White

Listen in on this webinar with prominent industry leaders.