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Who We Serve

Our flexible, end-to-end technology has made us the go-to partner across the wealth and asset management industry. We work collaboratively with you to understand your needs and proactively address them.

Broker-Dealers

Simplify your wealth technology with a single platform and unified experience from front to back office. Reduce your total cost of ownership and operational inefficiencies. And give valuable time back to advisors to focus on building business and deepening client relationships.

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  • 7 out of the top 10 Broker-Dealers are Tegra118 clients including Wirehouse, Regional & National, Independent B/D, Retail B/D and Insurance B/D

    Our priorities align with yours:

    – We provide a single, integrated end-to-end platform with streamlined advisor experience

    – We enable a scaled operation with increased home office discretion

    – We offer a marketplace to address demands for ESG, model-delivered separate accounts, ETFs and insurance products

Asset Managers

Easily access our vast network of broker-dealers and custodians, new distribution channels, and a more efficient solution for trading and model management – all in one secure, scalable platform.

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  • 9 out of the top 12 Asset Managers are Tegra118 clients including traditional Asset Managers, SMA Asset Managers and Institutional Asset Managers

    Our priorities align with yours:

    – We provide distribution channels to expand your connectivity with Broker-Dealers and Advisors

    – We offer a marketplace to address demands for ESG, model-delivered separate accounts, ETFs and
    insurance products

    – We provide access to third-party strategists

Registered Investment Advisors (RIA)

Attract and retain top advisor talent with the tools they need to better serve clients and grow their business. We deliver a powerful, unified portfolio management platform along with smart tools for goals-based advice and retirement income – all in a simple, user-friendly interface.

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  • Our priorities align with yours:

    – We provide a streamlined experience to attract and retain advisors

    – We offer a marketplace to address demands for ESG, model-delivered separate accounts, ETFs and
    insurance products

    – We enable a scaled operation with increased autonomy

Turnkey Asset Management Program Providers (TAMP)

Access powerful portfolio management and back-office technology that’s both highly modular and end-to-end. Our tailored, easily integrated technology does the heavy lifting for you, scaling with your business to deliver a best-in-class experience to every client you serve.

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  • Tegra118 is the preferred technology partner for the largest TAMPs in the industry

    Our priorities align with yours:

    – We provide a robust, highly scalable portfolio management engine designed to support the universe of all advisory account types

    – We offer access to an extensive network of 120+ Asset Managers and 25+ Broker-Dealers

    – We offer a marketplace to address demands for ESG, model-delivered separate accounts, ETFs and
    insurance products

Global Custodians

Better manage your bottom line and stay ahead of changing regulations, operational complexity, and client demands. Our integrated, nimble platform scales with you.

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  • Tegra118 provides Fee Billing and Post-Trade Processing solutions to the largest global custodians

    Our priorities align with yours:

    – We provide a single, flexible fee billing platform to optimize billing processes for organizations with
    large numbers of high-volume accounts

    – We offer a flexible and comprehensive fee billing engine for multiple currencies, asset classes, accounts and complex fee structures

    – We provide a post-trade processing solution enabling simplified management of the confirmation
    and settlements process within a single integrated environment

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