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.
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.
Improve client interactions and advisor workflow from planning to onboarding through execution. Our integrated, best-in-class tools and robust APIs are tailored to meet your unique needs.
A single portal for all managed accounts means lower overhead, easier model management and distribution, and more time to focus on building business. Streamline and control advisor experience with our integrated, best-in-class tools and robust APIs to meet your unique needs.
Automate sleeve and tax lot accounting, reconcile trades efficiently and securely, and minimize operational risk. Our portfolio accounting solution integrates seamlessly with your business.