July 10 2020
Working with Tegra118
We’ll be your closest collaborators, working alongside you to prioritize and build solutions that are truly relevant to your needs, today and tomorrow.
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.
Streamline portfolio construction and account opening process with our proposal generation tool. Expand distribution of your insurance products at scale through our Retirement Solutions.
Centrally manage portfolios on a single integrated platform that’s simple, efficient, and compliant. Our solution includes sophisticated tools for portfolio construction, model communications, trading and product distribution.
Access our wealth ecosystem for flexible, plug-and-play solutions connecting you to our network of 20+ broker-dealers and 60+ custodians for seamless product distribution.
Improve transparency and reduce revenue leakage across complex back-office operations. Our nimble, integrated platform scales with you.