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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.



Tegra118 Advice

Support and scale the services advisors expect with a flexible, front-office solution. Enable advisors to create holistic, goal-based plans, simulate retirement income scenarios, execute against personalized plans, and simplify workflow and practice management.

Tegra118 Portfolio

Use a single platform for all managed account programs to gain efficiencies by eliminating redundant technology and processes.  A powerful portfolio management engine built to support single and multi-sleeve managed accounts with trading, tax management, rebalancing and model management tools.

Tegra118 Operations

Automate sleeve and tax lot accounting, reconcile trades efficiently and securely, and minimize operational risk. All with options capabilities, block orders, and compliance tracking delivered through a single, consolidated platform that integrates seamlessly with your existing systems.

Tegra118 Open

Access our wealth ecosystem for flexible, plug-and-play solutions connecting you to our network of 120+ asset managers for third party strategies and 60+ custodians for trade routing. Support your advisors with essential prospecting, management, trading and reporting tools.

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.